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Summit Wealth Group (Colorado)’s Blackrock BLK Stock Holding History

Summit Wealth Group (Colorado)’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 		$310K Buy
322
+31
+11% +$32.1K 0.03% 294
2026
Q1 		$280K Buy
+291
New +$306K 0.03% 272

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

Summit Wealth Group (Colorado)'s BLK Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Blackrock (BLK) stake by 11% in Q2 2026, buying an estimated $32.1K and bringing the position to 322 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #294.

Summit Wealth Group (Colorado) first reported a position in BLK in Q1 2026 and has held it in 2 quarters since. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Summit Wealth Group (Colorado) held 322 shares of Blackrock worth $310K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 31 Blackrock shares in Q2 2026, an estimated $32.1K.
  • Blackrock made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #294 holding.
  • Summit Wealth Group (Colorado) first reported a position in Blackrock in Q1 2026 and has held it in 2 quarters since.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.