Precedent Wealth Partners’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.38M Buy
2,472
+216
+10% +$223K 0.4% 76
2026
Q1
$2.17M Buy
2,256
+73
+3% +$76.8K 0.43% 71
2025
Q4
$2.34M Buy
2,183
+112
+5% +$122K 0.49% 66
2025
Q3
$2.41M Buy
2,071
+125
+6% +$140K 0.53% 57
2025
Q2
$2.04M Buy
1,946
+206
+12% +$195K 0.5% 59
2025
Q1
$1.65M Buy
1,740
+266
+18% +$261K 0.46% 63
2024
Q4
$1.51M Buy
+1,474
New +$1.5M 0.49% 56
2024
Q3
Sell
-1,329
Closed -$1.05M 143
2024
Q2
$1.05M Buy
1,329
+85
+7% +$66.3K 0.42% 66
2024
Q1
$1.04M Buy
1,244
+112
+10% +$90K 0.45% 58
2023
Q4
$919K Buy
+1,132
New +$790K 0.47% 50

Other funds holding BLK

Precedent Wealth Partners's BLK Position: Q2 2026 in Review

Precedent Wealth Partners increased its Blackrock (BLK) stake by 9.6% in Q2 2026, buying an estimated $223K and bringing the position to 2,472 shares worth $2.38M. The position accounts for 0.4% of the portfolio, ranked #76.

Precedent Wealth Partners first reported a position in BLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.41M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Precedent Wealth Partners held 2,472 shares of Blackrock worth $2.38M as of Q2 2026.
  • Precedent Wealth Partners bought 216 Blackrock shares in Q2 2026, an estimated $223K.
  • Blackrock made up 0.4% of Precedent Wealth Partners's portfolio in Q2 2026, its #76 holding.
  • Precedent Wealth Partners first reported a position in Blackrock in Q4 2023 and has held it in 10 quarters since.
  • Precedent Wealth Partners's Blackrock position peaked at $2.41M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.