Triad Wealth Partners’s Blackrock BLK Stock Holding History

Triad Wealth Partners’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	$612K	Sell	636 -39	-6%	-$41K	0.05%	242
2025 Q4	$723K	Buy	675 +116	+21%	+$127K	0.07%	193
2025 Q3	$652K	Buy	559 +35	+7%	+$39.1K	0.08%	169
2025 Q2	$550K	Sell	524 -7	-1%	-$6.62K	0.11%	140
2025 Q1	$503K	Buy	531 +16	+3%	+$15.7K	0.16%	105
2024 Q4	$528K	Buy	+515	New	+$523K	0.19%	85
2024 Q3	–	Sell	-337	Closed	-$265K	–	157
2024 Q2	$265K	Buy	337 +68	+25%	+$53.1K	0.14%	73
2024 Q1	$224K	Buy	+269	New	+$216K	0.17%	54

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Triad Wealth Partners's BLK Position: Q1 2026 in Review

Triad Wealth Partners reduced its Blackrock (BLK) stake by 5.8% in Q1 2026, selling an estimated $41K and leaving 636 shares worth $612K. The position accounts for 0.05% of the portfolio, ranked #242.

Triad Wealth Partners first reported a position in BLK in Q1 2024 and has held it in 8 quarters since. The position peaked at $723K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Triad Wealth Partners held 636 shares of Blackrock worth $612K as of Q1 2026.
Triad Wealth Partners sold 39 Blackrock shares in Q1 2026, an estimated $41K.
Blackrock made up 0.05% of Triad Wealth Partners's portfolio in Q1 2026, its #242 holding.
Triad Wealth Partners first reported a position in Blackrock in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Blackrock position peaked at $723K in Q4 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.