PWG
BLK icon

Portside Wealth Group’s Blackrock BLK Stock Holding History

Portside Wealth Group’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 		$234K Sell
243
-32
-12% -$33.1K 0.03% 456
2026
Q1 		$264K Buy
275
+87
+46% +$91.5K 0.04% 392
2025
Q4 		$201K Sell
188
-1
-0.5% -$1.09K 0.03% 444
2025
Q3 		$220K Buy
+189
New +$211K 0.03% 444
2025
Q1 		– Sell
-270
Closed -$277K – 428
2024
Q4 		$277K Buy
+270
New +$274K 0.05% 340

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

Portside Wealth Group's BLK Position: Q2 2026 in Review

Portside Wealth Group reduced its Blackrock (BLK) stake by 12% in Q2 2026, selling an estimated $33.1K and leaving 243 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #456.

Portside Wealth Group first reported a position in BLK in Q4 2024 and has held it in 5 quarters since. The position peaked at $277K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Portside Wealth Group held 243 shares of Blackrock worth $234K as of Q2 2026.
  • Portside Wealth Group sold 32 Blackrock shares in Q2 2026, an estimated $33.1K.
  • Blackrock made up 0.03% of Portside Wealth Group's portfolio in Q2 2026, its #456 holding.
  • Portside Wealth Group first reported a position in Blackrock in Q4 2024 and has held it in 5 quarters since.
  • Portside Wealth Group's Blackrock position peaked at $277K in Q4 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.