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Perigon Wealth Management’s Blackrock BLK Stock Holding History

Perigon Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Buy
2,644
+26
+1% +$27.4K 0.05% 324
2025
Q4 		$2.8M Sell
2,618
-44
-2% -$48.1K 0.05% 300
2025
Q3 		$3.1M Buy
2,662
+15
+0.6% +$16.8K 0.06% 268
2025
Q2 		$2.78M Buy
2,647
+55
+2% +$52K 0.06% 273
2025
Q1 		$2.45M Sell
2,592
-94
-3% -$92.1K 0.06% 277
2024
Q4 		$2.67M Sell
2,686
-33
-1% -$33.5K 0.07% 266
2024
Q3 		$2.58M Buy
2,719
+1,295
+91% +$1.12M 0.07% 252
2024
Q2 		$1.12M Sell
1,424
-34
-2% -$26.5K 0.03% 344
2024
Q1 		$1.22M Buy
1,458
+240
+20% +$193K 0.04% 332
2023
Q4 		$989K Buy
1,218
+5
+0.4% +$3.49K 0.03% 343
2023
Q3 		$784K Sell
1,213
-197
-14% -$138K 0.03% 354
2023
Q2 		$975K Buy
1,410
+118
+9% +$79K 0.04% 326
2023
Q1 		$865K Sell
1,292
-67
-5% -$47.2K 0.05% 298
2022
Q4 		$963K Sell
1,359
-46
-3% -$30.7K 0.06% 271
2022
Q3 		$773K Buy
1,405
+206
+17% +$135K 0.07% 246
2022
Q2 		$730K Sell
1,199
-17
-1% -$11.1K 0.06% 259
2022
Q1 		$929K Buy
1,216
+45
+4% +$35.2K 0.07% 247
2021
Q4 		$1.07M Buy
1,171
+61
+5% +$55.7K 0.08% 214
2021
Q3 		$931K Buy
1,110
+8
+0.7% +$7.17K 0.08% 212
2021
Q2 		$964K Buy
1,102
+75
+7% +$63.3K 0.09% 204
2021
Q1 		$774K Buy
1,027
+294
+40% +$213K 0.08% 218
2020
Q4 		$529K Buy
733
+106
+17% +$70.3K 0.06% 239
2020
Q3 		$353K Buy
627
+39
+7% +$22.3K 0.05% 276
2020
Q2 		$320K Buy
588
+6
+1% +$3.03K 0.05% 258
2020
Q1 		$274K Buy
582
+155
+36% +$76.4K 0.05% 248
2019
Q4 		$215K Buy
+427
New +$203K 0.04% 242
2019
Q3 		– Sell
-475
Closed -$223K – 243
2019
Q2 		$223K Sell
475
-15
-3% -$6.79K 0.05% 221
2019
Q1 		$232K Buy
+490
New +$206K 0.05% 194
2018
Q4 		– Sell
-536
Closed -$252K – 234
2018
Q3 		$252K Sell
536
-1,665
-76% -$809K 0.06% 201
2018
Q2 		$1.1M Buy
2,201
+1,317
+149% +$696K 0.33% 62
2018
Q1 		$479K Buy
884
+7
+0.8% +$3.84K 0.18% 87
2017
Q4 		$451K Sell
877
-2,184
-71% -$1.06M 0.17% 76
2017
Q3 		$1.37M Sell
3,061
-4,824
-61% -$2.06M 0.44% 55
2017
Q2 		$3.33M Sell
7,885
-503
-6% -$201K 0.72% 41
2017
Q1 		$3.22M Buy
8,388
+32
+0.4% +$12.2K 0.68% 42
2016
Q4 		$3.28M Sell
8,356
-803
-9% -$294K 0.72% 40
2016
Q3 		$3.32M Buy
9,159
+340
+4% +$124K 0.85% 35
2016
Q2 		$3.02M Sell
8,819
-337
-4% -$118K 0.8% 36
2016
Q1 		$3.23M Hold
9,156
– – 1.01% 31
2015
Q4 		$3.12M Buy
9,156
+3,120
+52% +$1.06M 0.86% 31
2015
Q3 		$1.79M Sell
6,036
-379
-6% -$122K 0.53% 49
2015
Q2 		$2.22M Buy
6,415
+184
+3% +$67.1K 0.58% 49
2015
Q1 		$2.28M Buy
6,231
+140
+2% +$50.7K 0.63% 44
2014
Q4 		$2.18M Buy
6,091
+304
+5% +$104K 0.65% 42
2014
Q3 		$1.9M Buy
5,787
+443
+8% +$143K 0.57% 51
2014
Q2 		$1.71M Buy
5,344
+249
+5% +$76.3K 0.49% 60
2014
Q1 		$1.6M Buy
5,095
+10
+0.2% +$3.06K 0.88% 37
2013
Q4 		$1.61M Buy
+5,085
New +$1.52M 0.89% 37

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's BLK Position: Q1 2026 in Review

Perigon Wealth Management increased its Blackrock (BLK) stake by 0.99% in Q1 2026, buying an estimated $27.4K and bringing the position to 2,644 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #324.

Perigon Wealth Management first reported a position in BLK in Q4 2013 and has held it in 48 quarters since. The position peaked at $3.33M in Q2 2017. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Perigon Wealth Management held 2,644 shares of Blackrock worth $2.54M as of Q1 2026.
  • Perigon Wealth Management bought 26 Blackrock shares in Q1 2026, an estimated $27.4K.
  • Blackrock made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #324 holding.
  • Perigon Wealth Management first reported a position in Blackrock in Q4 2013 and has held it in 48 quarters since.
  • Perigon Wealth Management's Blackrock position peaked at $3.33M in Q2 2017.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.