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
Q2 		$1.49M Hold
1,545
– – 0.45% 52
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tred Avon Family Wealth's BLK Position: Q2 2026 in Review

Tred Avon Family Wealth held its Blackrock (BLK) position steady in Q2 2026 at 1,545 shares worth $1.49M. The position accounts for 0.45% of the portfolio, ranked #52.

Tred Avon Family Wealth first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q3 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Tred Avon Family Wealth held 1,545 shares of Blackrock worth $1.49M as of Q2 2026.
  • Tred Avon Family Wealth left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.45% of Tred Avon Family Wealth's portfolio in Q2 2026, its #52 holding.
  • Tred Avon Family Wealth first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's Blackrock position peaked at $1.63M in Q3 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.