PWM
BLK icon

Pines Wealth Management’s Blackrock BLK Stock Holding History

Pines 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 		– Sell
-277
Closed -$297K – 220
2025
Q4 		$297K Sell
277
-13
-4% -$14.2K 0.1% 174
2025
Q3 		$338K Buy
290
+57
+24% +$63.7K 0.11% 168
2025
Q2 		$252K Buy
+233
New +$220K 0.09% 195
2025
Q1 		– Sell
-245
Closed -$234K – 201
2024
Q4 		$234K Buy
+245
New +$249K 0.1% 188

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pines Wealth Management sold out of Blackrock (BLK) in Q1 2026, closing a stake of 277 shares — an estimated $297K sold.

Pines Wealth Management first reported a position in BLK in Q4 2024 and held it in 4 quarters. The position peaked at $338K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Pines Wealth Management reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Pines Wealth Management sold 277 Blackrock shares in Q1 2026, an estimated $297K.
  • Pines Wealth Management first reported a position in Blackrock in Q4 2024 and held it in 4 quarters.
  • Pines Wealth Management's Blackrock position peaked at $338K in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.