Thrive Wealth Management’s Blackrock BLK Stock Holding History

Thrive Wealth Management’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	$250K	Sell	260 -12	-4%	-$12.4K	0.03%	218
2026 Q1	$262K	Sell	272 -11	-4%	-$11.6K	0.04%	194
2025 Q4	$303K	Sell	283 -12	-4%	-$13.1K	0.04%	177
2025 Q3	$344K	Sell	295 -8	-3%	-$8.94K	0.05%	169
2025 Q2	$318K	Sell	303 -8	-3%	-$7.57K	0.05%	170
2025 Q1	$294K	Sell	311 -37	-11%	-$36.3K	0.06%	164
2024 Q4	$357K	Sell	348 -10	-3%	-$10.1K	0.06%	141
2024 Q3	$340K	Sell	358 -24	-6%	-$20.8K	0.06%	157
2024 Q2	$301K	Buy	382 +21	+6%	+$16.4K	0.06%	160
2024 Q1	$301K	Buy	361 +47	+15%	+$37.8K	0.06%	157
2023 Q4	$255K	Sell	314 -13	-4%	-$9.07K	0.06%	159
2023 Q3	$211K	Buy	327 +6	+2%	+$4.19K	0.06%	160
2023 Q2	$222K	Buy	+321	New	+$215K	0.06%	166

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Thrive Wealth Management's BLK Position: Q2 2026 in Review

Thrive Wealth Management reduced its Blackrock (BLK) stake by 4.4% in Q2 2026, selling an estimated $12.4K and leaving 260 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #218.

Thrive Wealth Management first reported a position in BLK in Q2 2023 and has held it in 13 quarters since. The position peaked at $357K in Q4 2024. 382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Thrive Wealth Management held 260 shares of Blackrock worth $250K as of Q2 2026.
Thrive Wealth Management sold 12 Blackrock shares in Q2 2026, an estimated $12.4K.
Blackrock made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #218 holding.
Thrive Wealth Management first reported a position in Blackrock in Q2 2023 and has held it in 13 quarters since.
Thrive Wealth Management's Blackrock position peaked at $357K in Q4 2024.
382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.