QFPS
BLK icon

Quantum Financial Planning Services’s Blackrock BLK Stock Holding History

Quantum Financial Planning Services’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 		– Sell
-201
Closed -$216K – 55
2025
Q4 		$216K Sell
201
-114
-36% -$125K 0.08% 50
2025
Q3 		$368K Hold
315
– – 0.15% 30
2025
Q2 		$330K Sell
315
-50
-14% -$47.3K 0.16% 29
2025
Q1 		$345K Buy
365
+53
+17% +$51.9K 0.19% 23
2024
Q4 		$320K Buy
+312
New +$317K 0.18% 25

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

Quantum Financial Planning Services's BLK Position: Q1 2026 in Review

Quantum Financial Planning Services sold out of Blackrock (BLK) in Q1 2026, closing a stake of 201 shares — an estimated $216K sold.

Quantum Financial Planning Services first reported a position in BLK in Q4 2024 and held it in 5 quarters. The position peaked at $368K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Quantum Financial Planning Services reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Quantum Financial Planning Services sold 201 Blackrock shares in Q1 2026, an estimated $216K.
  • Quantum Financial Planning Services first reported a position in Blackrock in Q4 2024 and held it in 5 quarters.
  • Quantum Financial Planning Services's Blackrock position peaked at $368K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Quantum Financial Planning Services's 13F filing for Q1 2026, filed 14 Apr 2026.