QFW
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QTR Family Wealth’s Blackrock BLK Stock Holding History

QTR Family Wealth’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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

QTR Family Wealth's BLK Position: Q1 2026 in Review

QTR Family Wealth increased its Blackrock (BLK) stake by 34% in Q1 2026, buying an estimated $303K and bringing the position to 1,127 shares worth $1.19M. The position accounts for 0.5% of the portfolio, ranked #45.

QTR Family Wealth first reported a position in BLK in Q1 2025 and has held it in 5 quarters since. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • QTR Family Wealth held 1,127 shares of Blackrock worth $1.19M as of Q1 2026.
  • QTR Family Wealth bought 288 Blackrock shares in Q1 2026, an estimated $303K.
  • Blackrock made up 0.5% of QTR Family Wealth's portfolio in Q1 2026, its #45 holding.
  • QTR Family Wealth first reported a position in Blackrock in Q1 2025 and has held it in 5 quarters since.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.