PWM
BLK icon

Platform Wealth Management’s Blackrock BLK Stock Holding History

Platform 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
Q2 		$4.7M Buy
+4,890
New +$5.06M 1.72% 15
2025
Q4 		$10.8M Buy
+10,136
New +$11.1M 2.88% 10

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Platform Wealth Management's BLK Position: Q2 2026 in Review

Platform Wealth Management opened a new position in Blackrock (BLK) in Q2 2026: 4,890 shares worth $4.7M. The stake represents 1.72% of the portfolio and ranks #15 among its holdings. This is a return to the name: Platform Wealth Management previously reported a position in BLK as recently as Q4 2025.

Platform Wealth Management first reported a position in BLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $10.8M in Q4 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Platform Wealth Management held 4,890 shares of Blackrock worth $4.7M as of Q2 2026.
  • Blackrock was a new Platform Wealth Management position in Q2 2026.
  • Blackrock made up 1.72% of Platform Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Platform Wealth Management first reported a position in Blackrock in Q4 2025 and has held it in 2 quarters since.
  • Platform Wealth Management's Blackrock position peaked at $10.8M in Q4 2025.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Platform Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.