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Strategic Wealth Partners’s Blackrock BLK Stock Holding History

Strategic Wealth Partners’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 		$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

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

Strategic Wealth Partners's BLK Position: Q1 2026 in Review

Strategic Wealth Partners increased its Blackrock (BLK) stake by 4.6% in Q1 2026, buying an estimated $537K and bringing the position to 11,578 shares worth $11.1M. The position accounts for 0.77% of the portfolio, ranked #44.

Strategic Wealth Partners first reported a position in BLK in Q4 2017 and has held it in 28 quarters since. The position peaked at $11.8M in Q4 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Strategic Wealth Partners held 11,578 shares of Blackrock worth $11.1M as of Q1 2026.
  • Strategic Wealth Partners bought 510 Blackrock shares in Q1 2026, an estimated $537K.
  • Blackrock made up 0.77% of Strategic Wealth Partners's portfolio in Q1 2026, its #44 holding.
  • Strategic Wealth Partners first reported a position in Blackrock in Q4 2017 and has held it in 28 quarters since.
  • Strategic Wealth Partners's Blackrock position peaked at $11.8M in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.