Premier Path Wealth Partners’s Blackrock BLK Stock Holding History

Premier Path Wealth Partners’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	$3.02M	Sell	3,142 -161	-5%	-$167K	0.35%	71
2026 Q1	$3.18M	Sell	3,303 -52	-2%	-$54.7K	0.41%	53
2025 Q4	$3.59M	Sell	3,355 -151	-4%	-$165K	0.46%	44
2025 Q3	$4.09M	Sell	3,506 -76	-2%	-$85K	0.53%	38
2025 Q2	$3.76M	Buy	3,582 +104	+3%	+$98.3K	0.52%	40
2025 Q1	$3.29M	Buy	3,478 +104	+3%	+$102K	0.51%	42
2024 Q4	$3.46M	Buy	+3,374	New	+$3.42M	0.53%	40
2024 Q3	–	Sell	-2,890	Closed	-$2.28M	–	367
2024 Q2	$2.28M	Buy	2,890 +191	+7%	+$149K	0.39%	58
2024 Q1	$2.25M	Buy	2,699 +44	+2%	+$35.4K	0.42%	56
2023 Q4	$2.17M	Buy	+2,655	New	+$1.85M	0.48%	45

Other funds holding BLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Premier Path Wealth Partners's BLK Position: Q2 2026 in Review

Premier Path Wealth Partners reduced its Blackrock (BLK) stake by 4.9% in Q2 2026, selling an estimated $167K and leaving 3,142 shares worth $3.02M. The position accounts for 0.35% of the portfolio, ranked #71.

Premier Path Wealth Partners first reported a position in BLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.09M in Q3 2025. 932 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Premier Path Wealth Partners held 3,142 shares of Blackrock worth $3.02M as of Q2 2026.
Premier Path Wealth Partners sold 161 Blackrock shares in Q2 2026, an estimated $167K.
Blackrock made up 0.35% of Premier Path Wealth Partners's portfolio in Q2 2026, its #71 holding.
Premier Path Wealth Partners first reported a position in Blackrock in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Blackrock position peaked at $4.09M in Q3 2025.
932 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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