RWS
BLK icon

Retirement Wealth Solutions’s Blackrock BLK Stock Holding History

Retirement Wealth Solutions’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 		$42.5K Hold
44
– – 0.02% 106
2026
Q1 		$42.5K Sell
44
-3
-6% -$3.16K 0.03% 93
2025
Q4 		$50.5K Hold
47
– – 0.03% 100
2025
Q3 		$55K Hold
47
– – 0.04% 92
2025
Q2 		$49.4K Hold
47
– – 0.04% 92
2025
Q1 		$44.6K Hold
47
– – 0.04% 85
2024
Q4 		$45K Buy
+47
New +$47.7K 0.04% 92

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Retirement Wealth Solutions's BLK Position: Q2 2026 in Review

Retirement Wealth Solutions held its Blackrock (BLK) position steady in Q2 2026 at 44 shares worth $42.5K. The position accounts for 0.02% of the portfolio, ranked #106.

Retirement Wealth Solutions first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $55K in Q3 2025. 441 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Retirement Wealth Solutions held 44 shares of Blackrock worth $42.5K as of Q2 2026.
  • Retirement Wealth Solutions left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.02% of Retirement Wealth Solutions's portfolio in Q2 2026, its #106 holding.
  • Retirement Wealth Solutions first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's Blackrock position peaked at $55K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.