SWRP
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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
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 $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

Summit Wealth & Retirement Planning's BLK Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Blackrock (BLK) stake by 1.4% in Q1 2026, selling an estimated $6.31K and leaving 438 shares worth $421K. The position accounts for 0.1% of the portfolio, ranked #68.

Summit Wealth & Retirement Planning first reported a position in BLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $518K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Summit Wealth & Retirement Planning held 438 shares of Blackrock worth $421K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 6 Blackrock shares in Q1 2026, an estimated $6.31K.
  • Blackrock made up 0.1% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #68 holding.
  • Summit Wealth & Retirement Planning first reported a position in Blackrock in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth & Retirement Planning's Blackrock position peaked at $518K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.