Strategic Wealth Partners’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.4M | Buy |
11,908
+330
| +3% | +$341K | 0.71% | 52 |
|
|
2026
Q1 | $11.1M | Buy |
11,578
+510
| +5% | +$537K | 0.77% | 44 |
|
|
2025
Q4 | $11.8M | Buy |
11,068
+1,295
| +13% | +$1.42M | 0.81% | 41 |
|
|
2025
Q3 | $11.4M | Buy |
9,773
+766
| +9% | +$856K | 0.85% | 32 |
|
|
2025
Q2 | $9.45M | Buy |
+9,007
| New | +$8.52M | 0.74% | 43 |
|
|
2024
Q4 | $5.19M | Buy |
5,297
+1,598
| +43% | +$1.62M | 0.43% | 80 |
|
|
2024
Q3 | $3.51M | Buy |
3,699
+3,416
| +1,207% | +$2.96M | 0.34% | 83 |
|
|
2024
Q2 | $223K | Buy |
283
+30
| +12% | +$23.4K | 0.02% | 272 |
|
|
2024
Q1 | $211K | Buy |
253
+2
| +0.8% | +$1.61K | 0.02% | 267 |
|
|
2023
Q4 | $204K | Buy |
+251
| New | +$175K | 0.03% | 268 |
|
|
2023
Q2 | – | Sell |
-307
| Closed | -$205K | – | 287 |
|
|
2023
Q1 | $205K | Buy |
307
+3
| +1% | +$2.11K | 0.03% | 245 |
|
|
2022
Q4 | $215K | Buy |
+304
| New | +$203K | 0.04% | 244 |
|
|
2022
Q3 | – | Sell |
-410
| Closed | -$250K | – | 271 |
|
|
2022
Q2 | $250K | Sell |
410
-1,349
| -77% | -$878K | 0.05% | 213 |
|
|
2022
Q1 | $1.34M | Buy |
1,759
+92
| +6% | +$71.9K | 0.26% | 110 |
|
|
2021
Q4 | $1.53M | Buy |
1,667
+106
| +7% | +$96.7K | 0.29% | 111 |
|
|
2021
Q3 | $1.31M | Buy |
1,561
+481
| +45% | +$431K | 0.38% | 76 |
|
|
2021
Q2 | $945K | Buy |
1,080
+54
| +5% | +$45.6K | 0.31% | 86 |
|
|
2021
Q1 | $774K | Buy |
1,026
+223
| +28% | +$162K | 0.31% | 82 |
|
|
2020
Q4 | $579K | Buy |
803
+234
| +41% | +$155K | 0.24% | 101 |
|
|
2020
Q3 | $321K | Buy |
569
+173
| +44% | +$98.7K | 0.16% | 121 |
|
|
2020
Q2 | $215K | Buy |
+396
| New | +$200K | 0.11% | 122 |
|
|
2019
Q4 | – | Sell |
-145
| Closed | -$11.2K | – | 171 |
|
|
2019
Q3 | $11.2K | Buy |
145
+7
| +5% | +$3.12K | 0.06% | 136 |
|
|
2019
Q2 | $65K | Buy |
138
+12
| +10% | +$5.43K | 0.03% | 205 |
|
|
2019
Q1 | $55K | Buy |
126
+14
| +13% | +$5.87K | 0.03% | 229 |
|
|
2018
Q4 | $45K | Sell |
112
-19
| -15% | -$7.78K | 0.02% | 242 |
|
|
2018
Q3 | $62K | Sell |
131
-22
| -14% | -$10.7K | 0.03% | 213 |
|
|
2018
Q2 | $76K | Sell |
153
-185
| -55% | -$97.8K | 0.04% | 217 |
|
|
2018
Q1 | $183K | Sell |
338
-58
| -15% | -$31.8K | 0.09% | 159 |
|
|
2017
Q4 | $185K | Buy |
+396
| New | +$192K | 0.1% | 151 |
|
Other funds holding BLK
Strategic Wealth Partners's BLK Position: Q2 2026 in Review
Strategic Wealth Partners increased its Blackrock (BLK) stake by 2.9% in Q2 2026, buying an estimated $341K and bringing the position to 11,908 shares worth $11.4M. The position accounts for 0.71% of the portfolio, ranked #52.
Strategic Wealth Partners first reported a position in BLK in Q4 2017 and has held it in 29 quarters since. The position peaked at $11.8M in Q4 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Strategic Wealth Partners held 11,908 shares of Blackrock worth $11.4M as of Q2 2026.
- Strategic Wealth Partners bought 330 Blackrock shares in Q2 2026, an estimated $341K.
- Blackrock made up 0.71% of Strategic Wealth Partners's portfolio in Q2 2026, its #52 holding.
- Strategic Wealth Partners first reported a position in Blackrock in Q4 2017 and has held it in 29 quarters since.
- Strategic Wealth Partners's Blackrock position peaked at $11.8M in Q4 2025.
- 2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.