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Robertson Stephens Wealth Management’s Blackrock BLK Stock Holding History

Robertson Stephens 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 		$3.41M Buy
+3,547
New +$3.67M 0.08% 163
2025
Q4 		– Sell
-3,469
Closed -$4.04M – 656
2025
Q3 		$4.04M Sell
3,469
-88
-2% -$98.4K 0.12% 121
2025
Q2 		$3.73M Sell
3,557
-143
-4% -$135K 0.12% 127
2025
Q1 		$3.5M Buy
3,700
+9
+0.2% +$8.82K 0.12% 139
2024
Q4 		$3.78M Sell
3,691
-69
-2% -$70K 0.13% 141
2024
Q3 		$3.57M Sell
3,760
-381
-9% -$330K 0.13% 143
2024
Q2 		$3.26M Sell
4,141
-404
-9% -$315K 0.16% 112
2024
Q1 		$3.79M Buy
4,545
+458
+11% +$368K 0.2% 94
2023
Q4 		$3.32M Sell
4,087
-14
-0.3% -$9.77K 0.2% 90
2023
Q3 		$2.65M Sell
4,101
-191
-4% -$133K 0.18% 118
2023
Q2 		$2.97M Sell
4,292
-298
-6% -$200K 0.21% 105
2023
Q1 		$3.07M Buy
4,590
+6
+0.1% +$4.23K 0.24% 90
2022
Q4 		$3.25M Buy
4,584
+243
+6% +$162K 0.32% 70
2022
Q3 		$2.39M Sell
4,341
-244
-5% -$160K 0.25% 84
2022
Q2 		$2.79M Sell
4,585
-439
-9% -$286K 0.26% 83
2022
Q1 		$3.84M Sell
5,024
-500
-9% -$391K 0.32% 67
2021
Q4 		$5.06M Buy
5,524
+4,704
+574% +$4.29M 0.43% 52
2021
Q3 		$687K Sell
820
-194
-19% -$174K 0.08% 162
2021
Q2 		$887K Buy
1,014
+204
+25% +$172K 0.11% 136
2021
Q1 		$610K Buy
810
+428
+112% +$310K 0.1% 157
2020
Q4 		$275K Sell
382
-8
-2% -$5.3K 0.06% 203
2020
Q3 		$219K Sell
390
-452
-54% -$258K 0.05% 218
2020
Q2 		$458K Sell
842
-392
-32% -$198K 0.13% 116
2020
Q1 		$543K Buy
+1,234
New +$608K 0.19% 98

Other funds holding BLK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Robertson Stephens Wealth Management's BLK Position: Q2 2026 in Review

Robertson Stephens Wealth Management opened a new position in Blackrock (BLK) in Q2 2026: 3,547 shares worth $3.41M. The stake represents 0.08% of the portfolio and ranks #163 among its holdings. This is a return to the name: Robertson Stephens Wealth Management previously reported a position in BLK as recently as Q3 2025.

Robertson Stephens Wealth Management first reported a position in BLK in Q1 2020 and has held it in 24 quarters since. The position peaked at $5.06M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,547 shares of Blackrock worth $3.41M as of Q2 2026.
  • Blackrock was a new Robertson Stephens Wealth Management position in Q2 2026.
  • Blackrock made up 0.08% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #163 holding.
  • Robertson Stephens Wealth Management first reported a position in Blackrock in Q1 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's Blackrock position peaked at $5.06M in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.