Quotient Wealth Partners’s Blackrock BLK Stock Holding History

Quotient Wealth Partners’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	$675K	Sell	702 -18	-3%	-$18.9K	0.02%	160
2025 Q4	$771K	Sell	720 -39	-5%	-$42.6K	0.02%	142
2025 Q3	$885K	Buy	759 +28	+4%	+$31.3K	0.02%	125
2025 Q2	$767K	Buy	731 +57	+8%	+$53.9K	0.02%	137
2025 Q1	$638K	Sell	674 -65	-9%	-$63.7K	0.02%	154
2024 Q4	$757K	Buy	+739	New	+$750K	0.02%	131
2024 Q3	–	Sell	-729	Closed	-$574K	–	318
2024 Q2	$574K	Sell	729 -464	-39%	-$362K	0.02%	158
2024 Q1	$995K	Sell	1,193 -273	-19%	-$219K	0.04%	108
2023 Q4	$1.19M	Buy	+1,466	New	+$1.02M	0.05%	103

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Quotient Wealth Partners's BLK Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Blackrock (BLK) stake by 2.5% in Q1 2026, selling an estimated $18.9K and leaving 702 shares worth $675K. The position accounts for 0.02% of the portfolio, ranked #160.

Quotient Wealth Partners first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2023. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Quotient Wealth Partners held 702 shares of Blackrock worth $675K as of Q1 2026.
Quotient Wealth Partners sold 18 Blackrock shares in Q1 2026, an estimated $18.9K.
Blackrock made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #160 holding.
Quotient Wealth Partners first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
Quotient Wealth Partners's Blackrock position peaked at $1.19M in Q4 2023.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

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