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 Q2	$2.01M	Sell	2,091 -113	-5%	-$117K	0.03%	216
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sagespring Wealth Partners's BLK Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Blackrock (BLK) stake by 5.1% in Q2 2026, selling an estimated $117K and leaving 2,091 shares worth $2.01M. The position accounts for 0.03% of the portfolio, ranked #216.

Sagespring Wealth Partners first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.76M in Q3 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Sagespring Wealth Partners held 2,091 shares of Blackrock worth $2.01M as of Q2 2026.
Sagespring Wealth Partners sold 113 Blackrock shares in Q2 2026, an estimated $117K.
Blackrock made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #216 holding.
Sagespring Wealth Partners first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Blackrock position peaked at $2.76M in Q3 2025.
2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.