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Phillips Wealth Planners’s Blackrock BLK Stock Holding History

Phillips Wealth Planners’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 		$575K Buy
532
+7
+1% +$7.37K 0.43% 70
2025
Q4 		$592K Sell
525
-120
-19% -$131K 0.48% 65
2025
Q3 		$761K Sell
645
-79
-11% -$88.3K 0.63% 47
2025
Q2 		$778K Buy
724
+5
+0.7% +$4.73K 0.71% 39
2025
Q1 		$632K Sell
719
-71
-9% -$69.6K 0.67% 47
2024
Q4 		$755K Buy
+790
New +$802K 0.75% 33
2024
Q3 		– Sell
-704
Closed -$572K – 197
2024
Q2 		$572K Sell
704
-23
-3% -$17.9K 0.6% 50
2024
Q1 		$545K Sell
727
-12
-2% -$9.64K 0.63% 46
2023
Q4 		$588K Sell
739
-212
-22% -$148K 0.71% 39
2023
Q3 		$592K Buy
951
+33
+4% +$23.1K 0.8% 38
2023
Q2 		$634K Buy
918
+152
+20% +$102K 0.83% 37
2023
Q1 		$508K Buy
766
+33
+5% +$23.2K 0.67% 49
2022
Q4 		$540K Buy
+733
New +$489K 0.94% 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

Phillips Wealth Planners's BLK Position: Q1 2026 in Review

Phillips Wealth Planners increased its Blackrock (BLK) stake by 1.3% in Q1 2026, buying an estimated $7.37K and bringing the position to 532 shares worth $575K. The position accounts for 0.43% of the portfolio, ranked #70.

Phillips Wealth Planners first reported a position in BLK in Q4 2022 and has held it in 13 quarters since. The position peaked at $778K in Q2 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Phillips Wealth Planners held 532 shares of Blackrock worth $575K as of Q1 2026.
  • Phillips Wealth Planners bought 7 Blackrock shares in Q1 2026, an estimated $7.37K.
  • Blackrock made up 0.43% of Phillips Wealth Planners's portfolio in Q1 2026, its #70 holding.
  • Phillips Wealth Planners first reported a position in Blackrock in Q4 2022 and has held it in 13 quarters since.
  • Phillips Wealth Planners's Blackrock position peaked at $778K in Q2 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.