SWM
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SHP Wealth Management’s Blackrock BLK Stock Holding History

SHP Wealth 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
Q1 		$244K Sell
254
-22
-8% -$23.1K 0.02% 233
2025
Q4 		$295K Buy
+276
New +$302K 0.02% 205

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's BLK Position: Q1 2026 in Review

SHP Wealth Management reduced its Blackrock (BLK) stake by 8% in Q1 2026, selling an estimated $23.1K and leaving 254 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #233.

SHP Wealth Management first reported a position in BLK in Q4 2025 and has held it in 2 quarters since. The position peaked at $295K in Q4 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • SHP Wealth Management held 254 shares of Blackrock worth $244K as of Q1 2026.
  • SHP Wealth Management sold 22 Blackrock shares in Q1 2026, an estimated $23.1K.
  • Blackrock made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #233 holding.
  • SHP Wealth Management first reported a position in Blackrock in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Blackrock position peaked at $295K in Q4 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.