Robinson Smith Wealth Advisors’s Blackrock BLK Stock Holding History

Robinson Smith Wealth Advisors’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 Q1	$306K	Hold	318	–	–	0.21%	65
2025 Q4	$340K	Hold	318	–	–	0.23%	60
2025 Q3	$370K	Buy	318 +80	+34%	+$89.4K	0.27%	57
2025 Q2	$249K	Hold	238	–	–	0.2%	70
2025 Q1	$225K	Hold	238	–	–	0.19%	79
2024 Q4	$244K	Sell	238 -75	-24%	-$76.1K	0.21%	69
2024 Q3	$297K	Sell	313 -1	-0.3%	-$865	0.25%	67
2024 Q2	$247K	Buy	+314	New	+$245K	0.22%	77
2024 Q1	–	Sell	-374	Closed	-$303K	–	81
2023 Q4	$303K	Buy	+374	New	+$261K	0.3%	67

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Robinson Smith Wealth Advisors's BLK Position: Q1 2026 in Review

Robinson Smith Wealth Advisors held its Blackrock (BLK) position steady in Q1 2026 at 318 shares worth $306K. The position accounts for 0.21% of the portfolio, ranked #65.

Robinson Smith Wealth Advisors first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $370K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Robinson Smith Wealth Advisors held 318 shares of Blackrock worth $306K as of Q1 2026.
Robinson Smith Wealth Advisors left its Blackrock share count unchanged in Q1 2026.
Blackrock made up 0.21% of Robinson Smith Wealth Advisors's portfolio in Q1 2026, its #65 holding.
Robinson Smith Wealth Advisors first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
Robinson Smith Wealth Advisors's Blackrock position peaked at $370K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.