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Tradition Wealth Management’s Blackrock BLK Stock Holding History

Tradition 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
Q1 		$411K Buy
427
+26
+6% +$27.4K 0.03% 325
2025
Q4 		$429K Buy
401
+2
+0.5% +$2.19K 0.03% 307
2025
Q3 		$465K Buy
399
+1
+0.3% +$1.12K 0.03% 305
2025
Q2 		$417K Buy
398
+11
+3% +$10.4K 0.03% 295
2025
Q1 		$367K Buy
387
+9
+2% +$8.82K 0.03% 302
2024
Q4 		$387K Sell
378
-20
-5% -$20.3K 0.03% 286
2024
Q3 		$377K Buy
398
+4
+1% +$3.46K 0.03% 285
2024
Q2 		$310K Sell
394
-127
-24% -$99.1K 0.03% 308
2024
Q1 		$434K Buy
521
+10
+2% +$8.03K 0.04% 242
2023
Q4 		$415K Buy
511
+1
+0.2% +$698 0.04% 226
2023
Q3 		$330K Sell
510
-94
-16% -$65.7K 0.04% 238
2023
Q2 		$418K Sell
604
-39
-6% -$26.1K 0.05% 199
2023
Q1 		$430K Buy
643
+248
+63% +$175K 0.05% 194
2022
Q4 		$280K Buy
395
+2
+0.5% +$1.34K 0.04% 227
2022
Q3 		$216K Buy
393
+3
+0.8% +$1.96K 0.03% 246
2022
Q2 		$238K Hold
390
– – 0.03% 243
2022
Q1 		$298K Buy
390
+253
+185% +$198K 0.04% 248
2021
Q4 		$125K Hold
137
– – 0.02% 359
2021
Q3 		$114K Buy
137
+59
+76% +$52.9K 0.02% 354
2021
Q2 		$68K Sell
78
-23
-23% -$19.4K 0.01% 466
2021
Q1 		$76K Buy
101
+3
+3% +$2.18K 0.01% 360
2020
Q4 		$70K Buy
+98
New +$65K 0.01% 343

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

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

Tradition Wealth Management increased its Blackrock (BLK) stake by 6.5% in Q1 2026, buying an estimated $27.4K and bringing the position to 427 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #325.

Tradition Wealth Management first reported a position in BLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $465K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Tradition Wealth Management held 427 shares of Blackrock worth $411K as of Q1 2026.
  • Tradition Wealth Management bought 26 Blackrock shares in Q1 2026, an estimated $27.4K.
  • Blackrock made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #325 holding.
  • Tradition Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Blackrock position peaked at $465K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.