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RKL Wealth Management’s Blackrock BLK Stock Holding History

RKL Wealth Management’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 		$585K Sell
608
-79
-11% -$81.7K 0.05% 127
2026
Q1 		$661K Sell
687
-20
-3% -$21K 0.06% 111
2025
Q4 		$757K Buy
+707
New +$773K 0.06% 110
2020
Q2 		– Sell
-2,875
Closed -$1.26M – 111
2020
Q1 		$1.26M Sell
2,875
-98
-3% -$48.3K 0.26% 57
2019
Q4 		$1.49M Sell
2,973
-82
-3% -$38.9K 0.27% 64
2019
Q3 		$1.35M Sell
3,055
-9
-0.3% -$4.01K 0.26% 64
2019
Q2 		$1.44M Buy
3,064
+37
+1% +$16.7K 0.27% 60
2019
Q1 		$1.29M Sell
3,027
-49
-2% -$20.6K 0.25% 66
2018
Q4 		$1.2M Buy
3,076
+55
+2% +$22.5K 0.28% 62
2018
Q3 		$1.41M Buy
3,021
+47
+2% +$22.8K 0.3% 64
2018
Q2 		$1.5M Sell
2,974
-6
-0.2% -$3.17K 0.34% 56
2018
Q1 		$1.62M Buy
2,980
+132
+5% +$72.5K 0.38% 55
2017
Q4 		$1.48M Buy
2,848
+181
+7% +$88K 0.37% 59
2017
Q3 		$1.2M Buy
2,667
+412
+18% +$176K 0.34% 61
2017
Q2 		$963K Buy
2,255
+625
+38% +$249K 0.31% 67
2017
Q1 		$625K Buy
1,630
+810
+99% +$310K 0.25% 63
2016
Q4 		$312K Buy
+820
New +$301K 0.15% 74

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RKL Wealth Management's BLK Position: Q2 2026 in Review

RKL Wealth Management reduced its Blackrock (BLK) stake by 11% in Q2 2026, selling an estimated $81.7K and leaving 608 shares worth $585K. The position accounts for 0.05% of the portfolio, ranked #127.

RKL Wealth Management first reported a position in BLK in Q4 2016 and has held it in 17 quarters since. The position peaked at $1.62M in Q1 2018. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • RKL Wealth Management held 608 shares of Blackrock worth $585K as of Q2 2026.
  • RKL Wealth Management sold 79 Blackrock shares in Q2 2026, an estimated $81.7K.
  • Blackrock made up 0.05% of RKL Wealth Management's portfolio in Q2 2026, its #127 holding.
  • RKL Wealth Management first reported a position in Blackrock in Q4 2016 and has held it in 17 quarters since.
  • RKL Wealth Management's Blackrock position peaked at $1.62M in Q1 2018.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.