RMR Wealth Builders
BLK icon

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
Q3 		$1.86M Buy
1,754
+7
+0.4% +$7.64K 0.11% 92
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

RMR Wealth Builders's BLK Position: Q3 2026 in Review

RMR Wealth Builders increased its Blackrock (BLK) stake by 0.4% in Q3 2026, buying an estimated $7.64K and bringing the position to 1,754 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #92.

RMR Wealth Builders first reported a position in BLK in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.51M in Q3 2025. 1,657 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • RMR Wealth Builders held 1,754 shares of Blackrock worth $1.86M as of Q3 2026.
  • RMR Wealth Builders bought 7 Blackrock shares in Q3 2026, an estimated $7.64K.
  • Blackrock made up 0.11% of RMR Wealth Builders's portfolio in Q3 2026, its #92 holding.
  • RMR Wealth Builders first reported a position in Blackrock in Q4 2019 and has held it in 25 quarters since.
  • RMR Wealth Builders's Blackrock position peaked at $2.51M in Q3 2025.
  • 1,657 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.