Topsail Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$479K Sell
498
-46
-8% -$48.4K 0.07% 88
2025
Q4
$582K Hold
544
0.09% 74
2025
Q3
$634K Sell
544
-24
-4% -$26.8K 0.11% 66
2025
Q2
$596K Buy
568
+83
+17% +$78.5K 0.11% 64
2025
Q1
$459K Buy
485
+51
+12% +$50K 0.09% 70
2024
Q4
$445K Buy
+434
New +$440K 0.1% 63

Other funds holding BLK

Topsail Wealth Management's BLK Position: Q1 2026 in Review

Topsail Wealth Management reduced its Blackrock (BLK) stake by 8.5% in Q1 2026, selling an estimated $48.4K and leaving 498 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #88.

Topsail Wealth Management first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $634K in Q3 2025. 2,321 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Topsail Wealth Management held 498 shares of Blackrock worth $479K as of Q1 2026.
  • Topsail Wealth Management sold 46 Blackrock shares in Q1 2026, an estimated $48.4K.
  • Blackrock made up 0.07% of Topsail Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Topsail Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Topsail Wealth Management's Blackrock position peaked at $634K in Q3 2025.
  • 2,321 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.