Schear Investment Advisers’s Blackrock BLK Stock Holding History

Schear Investment Advisers’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	$837K	Sell	870 -3	-0.3%	-$3.16K	0.37%	60
2025 Q4	$934K	Buy	873 +3	+0.3%	+$3.28K	0.4%	59
2025 Q3	$1.01M	Buy	870 +1	+0.1%	+$1.12K	0.45%	63
2025 Q2	$912K	Sell	869 -16	-2%	-$15.1K	0.45%	65
2025 Q1	$838K	Sell	885 -7	-0.8%	-$6.86K	0.48%	60
2024 Q4	$914K	Buy	892 +70	+9%	+$71K	0.49%	59
2024 Q3	$780K	Buy	822 +102	+14%	+$88.3K	0.48%	63
2024 Q2	$567K	Buy	720 +17	+2%	+$13.3K	0.41%	68
2024 Q1	$586K	Buy	703 +13	+2%	+$10.4K	0.47%	66
2023 Q4	$560K	Buy	690 +3	+0.4%	+$2.09K	0.54%	53
2023 Q3	$444K	Sell	687 -17	-2%	-$11.9K	0.48%	59
2023 Q2	$487K	Sell	704 -450	-39%	-$301K	0.51%	59
2023 Q1	$772K	Sell	1,154 -57	-5%	-$40.2K	0.92%	37
2022 Q4	$858K	Buy	+1,211	New	+$809K	1.06%	31

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

Schear Investment Advisers's BLK Position: Q1 2026 in Review

Schear Investment Advisers reduced its Blackrock (BLK) stake by 0.34% in Q1 2026, selling an estimated $3.16K and leaving 870 shares worth $837K. The position accounts for 0.37% of the portfolio, ranked #60.

Schear Investment Advisers first reported a position in BLK in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.01M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Schear Investment Advisers held 870 shares of Blackrock worth $837K as of Q1 2026.
Schear Investment Advisers sold 3 Blackrock shares in Q1 2026, an estimated $3.16K.
Blackrock made up 0.37% of Schear Investment Advisers's portfolio in Q1 2026, its #60 holding.
Schear Investment Advisers first reported a position in Blackrock in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's Blackrock position peaked at $1.01M in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Schear Investment Advisers's 13F filing for Q1 2026, filed 28 Apr 2026.