Secure Asset Management’s Blackrock BLK Stock Holding History

Secure Asset 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	$330K	Buy	343 +81	+31%	+$83.8K	0.05%	242
2026 Q1	$252K	Buy	262 +18	+7%	+$18.9K	0.04%	273
2025 Q4	$261K	Buy	+244	New	+$267K	0.04%	285
2024 Q2	–	Sell	-247	Closed	-$206K	–	287
2024 Q1	$206K	Sell	247 -9	-4%	-$7.23K	0.05%	225
2023 Q4	$208K	Sell	256 -91	-26%	-$63.5K	0.06%	220
2023 Q3	$224K	Buy	347 +2	+0.6%	+$1.4K	0.07%	191
2023 Q2	$239K	Buy	+345	New	+$231K	0.07%	170
2023 Q1	–	Sell	-363	Closed	-$257K	–	189
2022 Q4	$257K	Sell	363 -21	-5%	-$14K	0.09%	159
2022 Q3	$212K	Sell	384 -16	-4%	-$10.5K	0.12%	139
2022 Q2	$244K	Sell	400 -17	-4%	-$11.1K	0.14%	130
2022 Q1	$319K	Sell	417 -33	-7%	-$25.8K	0.14%	137
2021 Q4	$412K	Sell	450 -57	-11%	-$52K	0.17%	104
2021 Q3	$425K	Buy	507 +204	+67%	+$183K	0.21%	84
2021 Q2	$265K	Buy	303 +23	+8%	+$19.4K	0.13%	147
2021 Q1	$211K	Buy	+280	New	+$203K	0.12%	168
2020 Q1	–	Sell	-555	Closed	-$279K	–	115
2019 Q4	$279K	Buy	+555	New	+$263K	0.2%	120

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

Secure Asset Management's BLK Position: Q2 2026 in Review

Secure Asset Management increased its Blackrock (BLK) stake by 31% in Q2 2026, buying an estimated $83.8K and bringing the position to 343 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #242.

Secure Asset Management first reported a position in BLK in Q4 2019 and has held it in 16 quarters since. The position peaked at $425K in Q3 2021. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Secure Asset Management held 343 shares of Blackrock worth $330K as of Q2 2026.
Secure Asset Management bought 81 Blackrock shares in Q2 2026, an estimated $83.8K.
Blackrock made up 0.05% of Secure Asset Management's portfolio in Q2 2026, its #242 holding.
Secure Asset Management first reported a position in Blackrock in Q4 2019 and has held it in 16 quarters since.
Secure Asset Management's Blackrock position peaked at $425K in Q3 2021.
2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.