TAFW
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Tred Avon Family Wealth’s Blackrock BLK Stock Holding History

Tred Avon Family Wealth’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 		$1.49M Buy
1,545
+150
+11% +$158K 0.49% 49
2025
Q4 		$1.49M Hold
1,395
– – 0.49% 47
2025
Q3 		$1.63M Buy
+1,395
New +$1.56M 0.56% 40

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

Tred Avon Family Wealth's BLK Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Blackrock (BLK) stake by 11% in Q1 2026, buying an estimated $158K and bringing the position to 1,545 shares worth $1.49M. The position accounts for 0.49% of the portfolio, ranked #49.

Tred Avon Family Wealth first reported a position in BLK in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Tred Avon Family Wealth held 1,545 shares of Blackrock worth $1.49M as of Q1 2026.
  • Tred Avon Family Wealth bought 150 Blackrock shares in Q1 2026, an estimated $158K.
  • Blackrock made up 0.49% of Tred Avon Family Wealth's portfolio in Q1 2026, its #49 holding.
  • Tred Avon Family Wealth first reported a position in Blackrock in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Blackrock position peaked at $1.63M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.