Sagespring Wealth Partners’s Blackrock BLK Stock Holding History

Sagespring Wealth 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	$2.12M	Sell	2,204 -281	-11%	-$296K	0.04%	193
2025 Q4	$2.66M	Buy	2,485 +118	+5%	+$129K	0.05%	163
2025 Q3	$2.76M	Buy	2,367 +171	+8%	+$191K	0.05%	153
2025 Q2	$2.3M	Buy	2,196 +460	+26%	+$435K	0.05%	162
2025 Q1	$1.64M	Buy	1,736 +156	+10%	+$153K	0.04%	177
2024 Q4	$1.62M	Buy	+1,580	New	+$1.6M	0.04%	162

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

Sagespring Wealth Partners's BLK Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Blackrock (BLK) stake by 11% in Q1 2026, selling an estimated $296K and leaving 2,204 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #193.

Sagespring Wealth Partners first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.76M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Sagespring Wealth Partners held 2,204 shares of Blackrock worth $2.12M as of Q1 2026.
Sagespring Wealth Partners sold 281 Blackrock shares in Q1 2026, an estimated $296K.
Blackrock made up 0.04% of Sagespring Wealth Partners's portfolio in Q1 2026, its #193 holding.
Sagespring Wealth Partners first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Blackrock position peaked at $2.76M in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.