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 Q2	$418K	Buy	435 +8	+2%	+$8.27K	0.03%	347
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Tradition Wealth Management increased its Blackrock (BLK) stake by 1.9% in Q2 2026, buying an estimated $8.27K and bringing the position to 435 shares worth $418K. The position accounts for 0.03% of the portfolio, ranked #347.

Tradition Wealth Management first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $465K in Q3 2025. 2,333 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Tradition Wealth Management held 435 shares of Blackrock worth $418K as of Q2 2026.
Tradition Wealth Management bought 8 Blackrock shares in Q2 2026, an estimated $8.27K.
Blackrock made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #347 holding.
Tradition Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's Blackrock position peaked at $465K in Q3 2025.
2,333 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.