SWS 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 | $2.67M | Sell |
2,776
-150
| -5% | -$155K | 0.58% | 60 |
|
|
2026
Q1 | $2.81M | Buy |
2,926
+38
| +1% | +$40K | 0.69% | 50 |
|
|
2025
Q4 | $3.09M | Sell |
2,888
-199
| -6% | -$218K | 0.75% | 45 |
|
|
2025
Q3 | $3.6M | Buy |
3,087
+95
| +3% | +$106K | 0.88% | 34 |
|
|
2025
Q2 | $3.14M | Sell |
2,992
-33
| -1% | -$31.2K | 0.85% | 39 |
|
|
2025
Q1 | $2.86M | Sell |
3,025
-90
| -3% | -$88.2K | 0.94% | 37 |
|
|
2024
Q4 | $3.19M | Sell |
3,115
-148
| -5% | -$150K | 0.97% | 30 |
|
|
2024
Q3 | $3.1M | Sell |
3,263
-1,420
| -30% | -$1.23M | 0.99% | 26 |
|
|
2024
Q2 | $3.68M | Sell |
4,683
-78
| -2% | -$60.9K | 1.1% | 29 |
|
|
2024
Q1 | $3.97M | Buy |
4,761
+448
| +10% | +$360K | 1.19% | 23 |
|
|
2023
Q4 | $3.5M | Sell |
4,313
-239
| -5% | -$167K | 1.14% | 27 |
|
|
2023
Q3 | $2.94M | Buy |
4,552
+206
| +5% | +$144K | 1.09% | 31 |
|
|
2023
Q2 | $3M | Buy |
4,346
+20
| +0.5% | +$13.4K | 1.08% | 27 |
|
|
2023
Q1 | $2.89M | Buy |
+4,326
| New | +$3.05M | 1.08% | 24 |
|
|
2022
Q4 | – | Sell |
-4,466
| Closed | -$2.46M | – | 84 |
|
|
2022
Q3 | $2.46M | Buy |
4,466
+319
| +8% | +$209K | 1.14% | 23 |
|
|
2022
Q2 | $2.53M | Sell |
4,147
-182
| -4% | -$119K | 2.13% | 7 |
|
|
2022
Q1 | $3.31M | Buy |
4,329
+953
| +28% | +$745K | 2.17% | 7 |
|
|
2021
Q4 | $3.09M | Buy |
3,376
+123
| +4% | +$112K | 1.76% | 15 |
|
|
2021
Q3 | $2.73M | Buy |
3,253
+237
| +8% | +$212K | 1.69% | 16 |
|
|
2021
Q2 | $2.64M | Sell |
3,016
-407
| -12% | -$344K | 1.72% | 15 |
|
|
2021
Q1 | $2.58M | Buy |
3,423
+211
| +7% | +$153K | 1.78% | 13 |
|
|
2020
Q4 | $2.32M | Sell |
3,212
-202
| -6% | -$134K | 1.03% | 29 |
|
|
2020
Q3 | $1.92M | Buy |
3,414
+476
| +16% | +$272K | 0.96% | 30 |
|
|
2020
Q2 | $1.69M | Sell |
2,938
-369
| -11% | -$186K | 2.15% | 8 |
|
|
2020
Q1 | $1.46M | Buy |
+3,307
| New | +$1.63M | 1.04% | 25 |
|
|
2019
Q3 | $2.06M | Buy |
4,210
+470
| +13% | +$209K | 1.22% | 26 |
|
|
2019
Q2 | $1.78M | Buy |
+3,740
| New | +$1.69M | 1.13% | 27 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | -$6K | – | 127 |
|
|
2018
Q1 | $6K | Hold |
12
| – | – | ﹤0.01% | 293 |
|
|
2017
Q4 | $6K | Buy |
+12
| New | +$5.83K | ﹤0.01% | 306 |
|
Other funds holding BLK
SWS Partners's BLK Position: Q2 2026 in Review
SWS Partners reduced its Blackrock (BLK) stake by 5.1% in Q2 2026, selling an estimated $155K and leaving 2,776 shares worth $2.67M. The position accounts for 0.58% of the portfolio, ranked #60.
SWS Partners first reported a position in BLK in Q4 2017 and has held it in 29 quarters since. The position peaked at $3.97M in Q1 2024. 2,334 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- SWS Partners held 2,776 shares of Blackrock worth $2.67M as of Q2 2026.
- SWS Partners sold 150 Blackrock shares in Q2 2026, an estimated $155K.
- Blackrock made up 0.58% of SWS Partners's portfolio in Q2 2026, its #60 holding.
- SWS Partners first reported a position in Blackrock in Q4 2017 and has held it in 29 quarters since.
- SWS Partners's Blackrock position peaked at $3.97M in Q1 2024.
- 2,334 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.