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 Q2	$688K	Buy	715 +13	+2%	+$13.4K	0.02%	166
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Quotient Wealth Partners's BLK Position: Q2 2026 in Review

Quotient Wealth Partners increased its Blackrock (BLK) stake by 1.9% in Q2 2026, buying an estimated $13.4K and bringing the position to 715 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #166.

Quotient Wealth Partners first reported a position in BLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.19M in Q4 2023. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Quotient Wealth Partners held 715 shares of Blackrock worth $688K as of Q2 2026.
Quotient Wealth Partners bought 13 Blackrock shares in Q2 2026, an estimated $13.4K.
Blackrock made up 0.02% of Quotient Wealth Partners's portfolio in Q2 2026, its #166 holding.
Quotient Wealth Partners first reported a position in Blackrock in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Blackrock position peaked at $1.19M in Q4 2023.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.