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Private Wealth Management Group’s Blackrock BLK Stock Holding History

Private Wealth Management 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 		$128K Buy
133
+95
+250% +$98.3K 0.03% 148
2026
Q1 		$36.5K Buy
38
+5
+15% +$5.26K 0.01% 232
2025
Q4 		$35.3K Hold
33
– – 0.01% 227
2025
Q3 		$38.5K Hold
33
– – 0.01% 218
2025
Q2 		$34.6K Sell
33
-1
-3% -$946 0.01% 214
2025
Q1 		$32.2K Hold
34
– – 0.01% 220
2024
Q4 		$34.9K Hold
34
– – 0.01% 208
2024
Q3 		$32.3K Hold
34
– – 0.01% 210
2024
Q2 		$26.8K Hold
34
– – 0.01% 230
2024
Q1 		$28.3K Hold
34
– – 0.01% 220
2023
Q4 		$27.6K Buy
+34
New +$23.7K 0.01% 223

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

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

Private Wealth Management Group increased its Blackrock (BLK) stake by 250% in Q2 2026, buying an estimated $98.3K and bringing the position to 133 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #148.

Private Wealth Management Group first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Private Wealth Management Group held 133 shares of Blackrock worth $128K as of Q2 2026.
  • Private Wealth Management Group bought 95 Blackrock shares in Q2 2026, an estimated $98.3K.
  • Blackrock made up 0.03% of Private Wealth Management Group's portfolio in Q2 2026, its #148 holding.
  • Private Wealth Management Group first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.