RWB
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RMR Wealth Builders’s Blackrock BLK Stock Holding History

RMR Wealth Builders’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 		$1.68M Sell
1,747
-8
-0.5% -$8.27K 0.1% 97
2026
Q1 		$1.69M Buy
1,755
+21
+1% +$22.1K 0.13% 87
2025
Q4 		$1.86M Sell
1,734
-416
-19% -$455K 0.15% 83
2025
Q3 		$2.51M Buy
2,150
+60
+3% +$67.1K 0.21% 61
2025
Q2 		$2.19M Buy
2,090
+3
+0.1% +$2.84K 0.2% 67
2025
Q1 		$1.98M Buy
2,087
+3
+0.1% +$2.94K 0.21% 66
2024
Q4 		$2.14M Buy
+2,084
New +$2.12M 0.22% 60
2024
Q3 		– Sell
-2,029
Closed -$1.6M – 263
2024
Q2 		$1.6M Sell
2,029
-11
-0.5% -$8.58K 0.18% 70
2024
Q1 		$1.7M Buy
2,040
+6
+0.3% +$4.82K 0.21% 62
2023
Q4 		$1.65M Buy
2,034
+8
+0.4% +$5.58K 0.23% 52
2023
Q3 		$1.31M Hold
2,026
– – 0.21% 55
2023
Q2 		$1.4M Buy
2,026
+533
+36% +$357K 0.24% 48
2023
Q1 		$999K Hold
1,493
– – 0.19% 62
2022
Q4 		$1.06M Hold
1,493
– – 0.24% 49
2022
Q3 		$822K Hold
1,493
– – 0.2% 57
2022
Q2 		$909K Hold
1,493
– – 0.23% 63
2022
Q1 		$1.14M Buy
+1,493
New +$1.17M 0.24% 63
2021
Q4 		– Sell
-1,593
Closed -$1.34M – 130
2021
Q3 		$1.34M Hold
1,593
– – 0.39% 42
2021
Q2 		$1.39M Sell
1,593
-6
-0.4% -$5.07K 0.46% 39
2021
Q1 		$1.21M Buy
1,599
+6
+0.4% +$4.35K 0.31% 46
2020
Q4 		$1.15M Sell
1,593
-3
-0.2% -$1.99K 0.56% 38
2020
Q3 		$899K Buy
1,596
+3
+0.2% +$1.71K 0.23% 72
2020
Q2 		$867K Buy
+1,593
New +$804K 0.77% 32
2019
Q4 		$561K Buy
+1,116
New +$529K 0.54% 42

Other funds holding BLK

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

RMR Wealth Builders's BLK Position: Q2 2026 in Review

RMR Wealth Builders reduced its Blackrock (BLK) stake by 0.46% in Q2 2026, selling an estimated $8.27K and leaving 1,747 shares worth $1.68M. The position accounts for 0.1% of the portfolio, ranked #97.

RMR Wealth Builders first reported a position in BLK in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.51M in Q3 2025. 758 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • RMR Wealth Builders held 1,747 shares of Blackrock worth $1.68M as of Q2 2026.
  • RMR Wealth Builders sold 8 Blackrock shares in Q2 2026, an estimated $8.27K.
  • Blackrock made up 0.1% of RMR Wealth Builders's portfolio in Q2 2026, its #97 holding.
  • RMR Wealth Builders first reported a position in Blackrock in Q4 2019 and has held it in 24 quarters since.
  • RMR Wealth Builders's Blackrock position peaked at $2.51M in Q3 2025.
  • 758 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.