Root Financial Partners’s Blackrock BLK Stock Holding History

Root Financial Partners’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	$432K	Sell	449 -106	-19%	-$112K	0.02%	189
2025 Q4	$594K	Buy	555 +2	+0.4%	+$2.19K	0.03%	141
2025 Q3	$645K	Buy	553 +3	+0.5%	+$3.35K	0.04%	117
2025 Q2	$577K	Buy	550 +112	+26%	+$106K	0.06%	111
2025 Q1	$414K	Sell	438 -72	-14%	-$70.6K	0.04%	130
2024 Q4	$523K	Buy	510 +150	+42%	+$152K	0.06%	109
2024 Q3	$342K	Buy	360 +10	+3%	+$8.65K	0.05%	116
2024 Q2	$275K	Sell	350 -3	-0.8%	-$2.34K	0.06%	97
2024 Q1	$294K	Buy	353 +58	+20%	+$46.6K	0.09%	81
2023 Q4	$239K	Buy	+295	New	+$206K	0.09%	71
2023 Q3	–	Sell	-553	Closed	-$382K	–	69
2023 Q2	$382K	Buy	553 +1	+0.2%	+$670	0.23%	47
2023 Q1	$369K	Buy	+552	New	+$389K	0.26%	46

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

Root Financial Partners's BLK Position: Q1 2026 in Review

Root Financial Partners reduced its Blackrock (BLK) stake by 19% in Q1 2026, selling an estimated $112K and leaving 449 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #189.

Root Financial Partners first reported a position in BLK in Q1 2023 and has held it in 12 quarters since. The position peaked at $645K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Root Financial Partners held 449 shares of Blackrock worth $432K as of Q1 2026.
Root Financial Partners sold 106 Blackrock shares in Q1 2026, an estimated $112K.
Blackrock made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #189 holding.
Root Financial Partners first reported a position in Blackrock in Q1 2023 and has held it in 12 quarters since.
Root Financial Partners's Blackrock position peaked at $645K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.