Private Wealth Asset Management’s Blackrock BLK Stock Holding History

Private Wealth Asset 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	$1.87M	Buy	1,949 +49	+3%	+$50.7K	0.18%	83
2026 Q1	$1.83M	Sell	1,900 -5	-0.3%	-$5.26K	0.2%	82
2025 Q4	$2.04M	Sell	1,905 -4	-0.2%	-$4.37K	0.22%	72
2025 Q3	$2.23M	Hold	1,909	–	–	0.26%	62
2025 Q2	$2M	Buy	1,909 +23	+1%	+$21.7K	0.27%	66
2025 Q1	$1.78M	Buy	+1,886	New	+$1.85M	0.26%	65

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Asset Management's BLK Position: Q2 2026 in Review

Private Wealth Asset Management increased its Blackrock (BLK) stake by 2.6% in Q2 2026, buying an estimated $50.7K and bringing the position to 1,949 shares worth $1.87M. The position accounts for 0.18% of the portfolio, ranked #83.

Private Wealth Asset Management first reported a position in BLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.23M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Private Wealth Asset Management held 1,949 shares of Blackrock worth $1.87M as of Q2 2026.
Private Wealth Asset Management bought 49 Blackrock shares in Q2 2026, an estimated $50.7K.
Blackrock made up 0.18% of Private Wealth Asset Management's portfolio in Q2 2026, its #83 holding.
Private Wealth Asset Management first reported a position in Blackrock in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Blackrock position peaked at $2.23M in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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