Trail Ridge Investment Advisors’s Blackrock BLK Stock Holding History

Trail Ridge Investment Advisors’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	$1.66M	Sell	1,725 -421	-20%	-$435K	0.7%	35
2026 Q1	$2.06M	Sell	2,146 -20	-0.9%	-$21K	0.9%	26
2025 Q4	$2.32M	Buy	2,166 +7	+0.3%	+$7.65K	1%	25
2025 Q3	$2.52M	Hold	2,159	–	–	1.13%	23
2025 Q2	$2.39M	Hold	2,159	–	–	1.15%	24
2025 Q1	$2.04M	Sell	2,159 -26	-1%	-$25.5K	1.05%	24
2024 Q4	$2.24M	Hold	2,185	–	–	1.06%	25
2024 Q3	$2.16M	Sell	2,185 -3	-0.1%	-$2.6K	1.03%	27
2024 Q2	$1.72M	Hold	2,188	–	–	0.89%	31
2024 Q1	$1.82M	Hold	2,188	–	–	1.03%	28
2023 Q4	$1.78M	Hold	2,188	–	–	1.09%	28
2023 Q3	$1.41M	Hold	2,188	–	–	0.96%	31
2023 Q2	$1.51M	Sell	2,188 -158	-7%	-$106K	0.93%	33
2023 Q1	$1.57M	Sell	2,346 -150	-6%	-$106K	1.02%	30
2022 Q4	$1.77M	Sell	2,496 -25	-1%	-$16.7K	1.22%	24
2022 Q3	$1.95M	Hold	2,521	–	–	1.29%	21
2022 Q2	$1.53M	Hold	2,521	–	–	1.04%	27
2022 Q1	$1.93M	Sell	2,521 -37	-1%	-$28.9K	1.18%	21
2021 Q4	$2.34M	Buy	+2,558	New	+$2.33M	1.41%	17

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

Trail Ridge Investment Advisors's BLK Position: Q2 2026 in Review

Trail Ridge Investment Advisors reduced its Blackrock (BLK) stake by 20% in Q2 2026, selling an estimated $435K and leaving 1,725 shares worth $1.66M. The position accounts for 0.7% of the portfolio, ranked #35.

Trail Ridge Investment Advisors first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.52M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Trail Ridge Investment Advisors held 1,725 shares of Blackrock worth $1.66M as of Q2 2026.
Trail Ridge Investment Advisors sold 421 Blackrock shares in Q2 2026, an estimated $435K.
Blackrock made up 0.7% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #35 holding.
Trail Ridge Investment Advisors first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
Trail Ridge Investment Advisors's Blackrock position peaked at $2.52M in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.