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Rockline Wealth Management’s Blackrock BLK Stock Holding History

Rockline 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 		$773K Hold
804
– – 0.15% 61
2026
Q1 		$773K Sell
804
-44
-5% -$46.3K 0.17% 59
2025
Q4 		$908K Hold
848
– – 0.19% 58
2025
Q3 		$989K Sell
848
-8
-0.9% -$8.94K 0.2% 58
2025
Q2 		$898K Hold
856
– – 0.21% 60
2025
Q1 		$810K Buy
856
+18
+2% +$17.6K 0.23% 60
2024
Q4 		$859K Hold
838
– – 0.23% 62
2024
Q3 		$796K Hold
838
– – 0.22% 64
2024
Q2 		$660K Buy
838
+15
+2% +$11.7K 0.2% 64
2024
Q1 		$686K Hold
823
– – 0.24% 64
2023
Q4 		$668K Buy
+823
New +$575K 0.28% 65

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

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

Rockline Wealth Management held its Blackrock (BLK) position steady in Q2 2026 at 804 shares worth $773K. The position accounts for 0.15% of the portfolio, ranked #61.

Rockline Wealth Management first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $989K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Rockline Wealth Management held 804 shares of Blackrock worth $773K as of Q2 2026.
  • Rockline Wealth Management left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.15% of Rockline Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Rockline Wealth Management first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • Rockline Wealth Management's Blackrock position peaked at $989K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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