SW
BLK icon

Simplicity Wealth’s Blackrock BLK Stock Holding History

Simplicity Wealth’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 		$908K Buy
944
+136
+17% +$141K 0.03% 454
2026
Q1 		$777K Buy
808
+76
+10% +$80K 0.04% 348
2025
Q4 		$784K Buy
732
+33
+5% +$36.1K 0.05% 328
2025
Q3 		$815K Buy
699
+149
+27% +$167K 0.05% 340
2025
Q2 		$578K Buy
+550
New +$520K 0.02% 424
2024
Q3 		– Sell
-3,627
Closed -$2.86M – 563
2024
Q2 		$2.86M Buy
3,627
+30
+0.8% +$23.4K 0.06% 287
2024
Q1 		$3M Buy
+3,597
New +$2.89M 0.07% 268

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Simplicity Wealth's BLK Position: Q2 2026 in Review

Simplicity Wealth increased its Blackrock (BLK) stake by 17% in Q2 2026, buying an estimated $141K and bringing the position to 944 shares worth $908K. The position accounts for 0.03% of the portfolio, ranked #454.

Simplicity Wealth first reported a position in BLK in Q1 2024 and has held it in 7 quarters since. The position peaked at $3M in Q1 2024. 1,616 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Simplicity Wealth held 944 shares of Blackrock worth $908K as of Q2 2026.
  • Simplicity Wealth bought 136 Blackrock shares in Q2 2026, an estimated $141K.
  • Blackrock made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #454 holding.
  • Simplicity Wealth first reported a position in Blackrock in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Blackrock position peaked at $3M in Q1 2024.
  • 1,616 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.