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Spire Wealth Management’s Blackrock BLK Stock Holding History

Spire 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
Q2 		$1.36M Buy
1,414
+22
+2% +$22.8K 0.04% 339
2026
Q1 		$1.34M Sell
1,392
-121
-8% -$127K 0.05% 334
2025
Q4 		$1.62M Buy
1,513
+95
+7% +$104K 0.05% 296
2025
Q3 		$1.65M Buy
1,418
+24
+2% +$26.8K 0.06% 279
2025
Q2 		$1.46M Sell
1,394
-267
-16% -$252K 0.05% 292
2025
Q1 		$1.57M Buy
1,661
+177
+12% +$173K 0.05% 304
2024
Q4 		$1.52M Sell
1,484
-5
-0.3% -$5.08K 0.05% 297
2024
Q3 		$1.41M Sell
1,489
-221
-13% -$191K 0.05% 300
2024
Q2 		$1.35M Sell
1,710
-821
-32% -$641K 0.05% 288
2024
Q1 		$2.11M Sell
2,531
-12
-0.5% -$9.64K 0.04% 244
2023
Q4 		$2.05M Sell
2,543
-54
-2% -$37.7K 0.07% 237
2023
Q3 		$1.68M Buy
2,597
+121
+5% +$84.5K 0.06% 246
2023
Q2 		$1.71M Sell
2,476
-64
-3% -$42.9K 0.06% 257
2023
Q1 		$1.7M Buy
2,540
+735
+41% +$518K 0.07% 249
2022
Q4 		$1.28M Buy
1,805
+259
+17% +$173K 0.07% 207
2022
Q3 		$851K Sell
1,546
-885
-36% -$579K 0.05% 236
2022
Q2 		$1.48M Sell
2,431
-17,063
-88% -$11.1M 0.06% 251
2022
Q1 		$14.9M Sell
19,494
-702
-3% -$548K 0.4% 64
2021
Q4 		$18.5M Buy
20,196
+1,207
+6% +$1.1M 0.41% 59
2021
Q3 		$15.9M Buy
18,989
+878
+5% +$787K 0.42% 58
2021
Q2 		$15.9M Buy
18,111
+90
+0.5% +$76K 0.43% 53
2021
Q1 		$13.5M Buy
+18,021
New +$13.1M 0.36% 68

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's BLK Position: Q2 2026 in Review

Spire Wealth Management increased its Blackrock (BLK) stake by 1.6% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,414 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #339.

Spire Wealth Management first reported a position in BLK in Q1 2021 and has held it in 22 quarters since. The position peaked at $18.5M in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Spire Wealth Management held 1,414 shares of Blackrock worth $1.36M as of Q2 2026.
  • Spire Wealth Management bought 22 Blackrock shares in Q2 2026, an estimated $22.8K.
  • Blackrock made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Spire Wealth Management first reported a position in Blackrock in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Blackrock position peaked at $18.5M in Q4 2021.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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