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Smallwood Wealth Investment Management’s Blackrock BLK Stock Holding History

Smallwood Wealth Investment 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 		$107K Sell
111
-3
-3% -$3.1K 0.05% 135
2026
Q1 		$110K Hold
114
– – 0.06% 118
2025
Q4 		$122K Buy
114
+3
+3% +$3.28K 0.06% 108
2025
Q3 		$129K Buy
111
+2
+2% +$2.24K 0.07% 108
2025
Q2 		$114K Hold
109
– – 0.07% 109
2025
Q1 		$103K Buy
+109
New +$107K 0.07% 111

Other funds holding BLK

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Smallwood Wealth Investment Management's BLK Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Blackrock (BLK) stake by 2.6% in Q2 2026, selling an estimated $3.1K and leaving 111 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #135.

Smallwood Wealth Investment Management first reported a position in BLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $129K in Q3 2025. 1,382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Smallwood Wealth Investment Management held 111 shares of Blackrock worth $107K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 3 Blackrock shares in Q2 2026, an estimated $3.1K.
  • Blackrock made up 0.05% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #135 holding.
  • Smallwood Wealth Investment Management first reported a position in Blackrock in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Blackrock position peaked at $129K in Q3 2025.
  • 1,382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.