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Summit Wealth & Retirement Planning’s Blackrock BLK Stock Holding History

Summit Wealth & Retirement Planning’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 		$388K Sell
403
-35
-8% -$36.2K 0.08% 76
2026
Q1 		$421K Sell
438
-6
-1% -$6.31K 0.1% 68
2025
Q4 		$475K Hold
444
– – 0.11% 62
2025
Q3 		$518K Hold
444
– – 0.13% 55
2025
Q2 		$466K Buy
+444
New +$420K 0.13% 59

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 & Retirement Planning's BLK Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Blackrock (BLK) stake by 8% in Q2 2026, selling an estimated $36.2K and leaving 403 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #76.

Summit Wealth & Retirement Planning first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $518K in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Summit Wealth & Retirement Planning held 403 shares of Blackrock worth $388K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 35 Blackrock shares in Q2 2026, an estimated $36.2K.
  • Blackrock made up 0.08% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #76 holding.
  • Summit Wealth & Retirement Planning first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth & Retirement Planning's Blackrock position peaked at $518K in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.