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Principle Wealth Partners’s Blackrock BLK Stock Holding History

Principle 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 		$5.29M Sell
5,504
-253
-4% -$262K 0.26% 73
2026
Q1 		$5.54M Buy
5,757
+43
+0.8% +$45.2K 0.32% 63
2025
Q4 		$6.12M Buy
5,714
+129
+2% +$141K 0.34% 54
2025
Q3 		$6.51M Hold
5,585
– – 0.38% 50
2025
Q2 		$5.86M Sell
5,585
-144
-3% -$136K 0.37% 59
2025
Q1 		$5.42M Buy
5,729
+5
+0.1% +$4.9K 0.39% 62
2024
Q4 		$5.87M Sell
5,724
-120
-2% -$122K 0.41% 55
2024
Q3 		$5.55M Sell
5,844
-88
-1% -$76.2K 0.39% 61
2024
Q2 		$4.67M Buy
5,932
+126
+2% +$98.3K 0.36% 71
2024
Q1 		$4.84M Hold
5,806
– – 0.38% 68
2023
Q4 		$4.71M Buy
5,806
+818
+16% +$571K 0.41% 64
2023
Q3 		$3.22M Buy
4,988
+254
+5% +$177K 0.32% 74
2023
Q2 		$3.27M Buy
4,734
+200
+4% +$134K 0.33% 72
2023
Q1 		$3.03M Buy
4,534
+1,061
+31% +$747K 0.32% 72
2022
Q4 		$2.46M Buy
3,473
+401
+13% +$268K 0.28% 86
2022
Q3 		$1.69M Buy
3,072
+880
+40% +$576K 0.16% 96
2022
Q2 		$1.33M Buy
2,192
+1,338
+157% +$871K 0.16% 111
2022
Q1 		$652K Buy
854
+10
+1% +$7.81K 0.07% 175
2021
Q4 		$772K Buy
844
+51
+6% +$46.5K 0.08% 161
2021
Q3 		$665K Buy
793
+10
+1% +$8.96K 0.08% 169
2021
Q2 		$685K Hold
783
– – 0.08% 170
2021
Q1 		$590K Buy
783
+9
+1% +$6.53K 0.07% 174
2020
Q4 		$558K Buy
774
+92
+13% +$61K 0.07% 167
2020
Q3 		$384K Sell
682
-40
-6% -$22.8K 0.11% 104
2020
Q2 		$393K Hold
722
– – 0.12% 103
2020
Q1 		$318K Sell
722
-231
-24% -$114K 0.12% 107
2019
Q4 		$479K Hold
953
– – 0.15% 103
2019
Q3 		$425K Buy
953
+259
+37% +$115K 0.15% 106
2019
Q2 		$326K Sell
694
-130
-16% -$58.8K 0.17% 99
2019
Q1 		$352K Sell
824
-32
-4% -$13.4K 0.2% 91
2018
Q4 		$336K Buy
+856
New +$351K 0.28% 81

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

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

Principle Wealth Partners reduced its Blackrock (BLK) stake by 4.4% in Q2 2026, selling an estimated $262K and leaving 5,504 shares worth $5.29M. The position accounts for 0.26% of the portfolio, ranked #73.

Principle Wealth Partners first reported a position in BLK in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.51M in Q3 2025. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Principle Wealth Partners held 5,504 shares of Blackrock worth $5.29M as of Q2 2026.
  • Principle Wealth Partners sold 253 Blackrock shares in Q2 2026, an estimated $262K.
  • Blackrock made up 0.26% of Principle Wealth Partners's portfolio in Q2 2026, its #73 holding.
  • Principle Wealth Partners first reported a position in Blackrock in Q4 2018 and has held it in 31 quarters since.
  • Principle Wealth Partners's Blackrock position peaked at $6.51M in Q3 2025.
  • 2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.