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Steward Partners Investment Advisory’s Blackrock BLK Stock Holding History

Steward Partners Investment Advisory’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 		$21.3M Buy
22,180
+1,642
+8% +$1.73M 0.11% 167
2025
Q4 		$22M Buy
20,538
+892
+5% +$975K 0.12% 149
2025
Q3 		$22.9M Buy
19,646
+1,132
+6% +$1.27M 0.13% 140
2025
Q2 		$19.4M Buy
18,514
+328
+2% +$310K 0.15% 132
2025
Q1 		$17.2M Buy
18,186
+177
+1% +$173K 0.15% 137
2024
Q4 		$18.5M Buy
18,009
+171
+1% +$174K 0.16% 122
2024
Q3 		$16.9M Buy
17,838
+625
+4% +$541K 0.16% 133
2024
Q2 		$13.6M Buy
17,213
+861
+5% +$672K 0.14% 150
2024
Q1 		$13.6M Buy
16,352
+1,260
+8% +$1.01M 0.15% 146
2023
Q4 		$12.3M Buy
15,092
+989
+7% +$690K 0.17% 136
2023
Q3 		$9.12M Buy
14,103
+415
+3% +$290K 0.14% 155
2023
Q2 		$9.46M Sell
13,688
-72
-0.5% -$48.2K 0.14% 156
2023
Q1 		$9.21M Buy
13,760
+1,110
+9% +$782K 0.15% 159
2022
Q4 		$8.96M Sell
12,650
-17
-0.1% -$11.4K 0.15% 154
2022
Q3 		$6.97M Sell
12,667
-102
-0.8% -$66.8K 0.13% 174
2022
Q2 		$7.78M Sell
12,769
-936
-7% -$609K 0.14% 167
2022
Q1 		$10.5M Buy
13,705
+583
+4% +$455K 0.16% 145
2021
Q4 		$12M Buy
13,122
+2,180
+20% +$1.99M 0.18% 128
2021
Q3 		$9.18M Buy
10,942
+178
+2% +$160K 0.16% 148
2021
Q2 		$9.42M Sell
10,764
-1,039
-9% -$878K 0.16% 141
2021
Q1 		$8.9M Buy
11,803
+1,230
+12% +$892K 0.16% 150
2020
Q4 		$7.63M Buy
10,573
+472
+5% +$313K 0.17% 139
2020
Q3 		$5.69M Sell
10,101
-250
-2% -$143K 0.14% 164
2020
Q2 		$5.63M Buy
10,351
+1,590
+18% +$803K 0.16% 154
2020
Q1 		$3.85M Buy
8,761
+17
+0.2% +$8.38K 0.14% 169
2019
Q4 		$4.39M Sell
8,744
-317
-3% -$150K 0.13% 173
2019
Q3 		$4.04M Buy
9,061
+2,109
+30% +$939K 0.14% 165
2019
Q2 		$3.26M Sell
6,952
-116
-2% -$52.5K 0.12% 184
2019
Q1 		$3.02M Sell
7,068
-125
-2% -$52.4K 0.13% 167
2018
Q4 		$2.83M Sell
7,193
-4,863
-40% -$1.99M 0.14% 170
2018
Q3 		$5.68M Buy
12,056
+667
+6% +$324K 0.27% 90
2018
Q2 		$5.68M Buy
11,389
+968
+9% +$512K 0.34% 70
2018
Q1 		$5.64M Buy
10,421
+503
+5% +$276K 0.39% 54
2017
Q4 		$5.09M Buy
9,918
+5,939
+149% +$2.89M 0.39% 61
2017
Q3 		$1.78M Buy
3,979
+310
+8% +$132K 0.18% 126
2017
Q2 		$1.55M Buy
3,669
+951
+35% +$379K 0.17% 132
2017
Q1 		$1.04M Buy
2,718
+2,132
+364% +$816K 0.16% 125
2016
Q4 		$223K Buy
+586
New +$215K 0.1% 168

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 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

Steward Partners Investment Advisory's BLK Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Blackrock (BLK) stake by 8% in Q1 2026, buying an estimated $1.73M and bringing the position to 22,180 shares worth $21.3M. The position accounts for 0.11% of the portfolio, ranked #167.

Steward Partners Investment Advisory first reported a position in BLK in Q4 2016 and has held it in 38 quarters since. The position peaked at $22.9M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Steward Partners Investment Advisory held 22,180 shares of Blackrock worth $21.3M as of Q1 2026.
  • Steward Partners Investment Advisory bought 1,642 Blackrock shares in Q1 2026, an estimated $1.73M.
  • Blackrock made up 0.11% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #167 holding.
  • Steward Partners Investment Advisory first reported a position in Blackrock in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Blackrock position peaked at $22.9M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.