ShoreHaven Wealth Partners’s Blackrock BLK Stock Holding History

ShoreHaven 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	$288K	Hold	299	–	–	0.09%	90
2026 Q1	$287K	Buy	299 +1	+0.3%	+$1.05K	0.1%	86
2025 Q4	$319K	Hold	298	–	–	0.11%	82
2025 Q3	$347K	Buy	298 +1	+0.3%	+$1.12K	0.13%	79
2025 Q2	$312K	Hold	297	–	–	0.13%	77
2025 Q1	$281K	Buy	297 +1	+0.3%	+$980	0.13%	78
2024 Q4	$304K	Buy	+296	New	+$300K	0.14%	73
2024 Q3	–	Sell	-300	Closed	-$236K	–	85
2024 Q2	$236K	Buy	300 +1	+0.3%	+$780	0.12%	75
2024 Q1	$250K	Hold	299	–	–	0.14%	75
2023 Q4	$243K	Buy	+299	New	+$209K	0.15%	70
2021 Q2	–	Sell	-103	Closed	-$78K	–	86
2021 Q1	$78K	Buy	103 +30	+41%	+$21.8K	0.04%	96
2020 Q4	$53K	Buy	+73	New	+$48.4K	0.03%	104

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

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

ShoreHaven Wealth Partners held its Blackrock (BLK) position steady in Q2 2026 at 299 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #90.

ShoreHaven Wealth Partners first reported a position in BLK in Q4 2020 and has held it in 12 quarters since. The position peaked at $347K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

ShoreHaven Wealth Partners held 299 shares of Blackrock worth $288K as of Q2 2026.
ShoreHaven Wealth Partners left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.09% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #90 holding.
ShoreHaven Wealth Partners first reported a position in Blackrock in Q4 2020 and has held it in 12 quarters since.
ShoreHaven Wealth Partners's Blackrock position peaked at $347K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.