QTR Family Wealth’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
$1.19M Buy
1,242
+115
+10% +$119K 0.42% 54
2026
Q1
$1.19M Buy
1,127
+288
+34% +$303K 0.5% 45
2025
Q4
$912K Buy
839
+44
+6% +$48.1K 0.4% 53
2025
Q3
$927K Buy
795
+38
+5% +$42.5K 0.44% 46
2025
Q2
$795K Sell
757
-6
-0.8% -$5.67K 0.49% 46
2025
Q1
$722K Buy
+763
New +$748K 0.54% 45

Other funds holding BLK

QTR Family Wealth's BLK Position: Q2 2026 in Review

QTR Family Wealth increased its Blackrock (BLK) stake by 10% in Q2 2026, buying an estimated $119K and bringing the position to 1,242 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #54.

QTR Family Wealth first reported a position in BLK in Q1 2025 and has held it in 6 quarters since. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • QTR Family Wealth held 1,242 shares of Blackrock worth $1.19M as of Q2 2026.
  • QTR Family Wealth bought 115 Blackrock shares in Q2 2026, an estimated $119K.
  • Blackrock made up 0.42% of QTR Family Wealth's portfolio in Q2 2026, its #54 holding.
  • QTR Family Wealth first reported a position in Blackrock in Q1 2025 and has held it in 6 quarters since.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.