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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
Q2 		$954K Buy
847
+211
+33% +$218K 0.06% 211
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
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 $3.37T AUM 44.26% 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

Triad Wealth Partners's BLK Position: Q2 2026 in Review

Triad Wealth Partners increased its Blackrock (BLK) stake by 33% in Q2 2026, buying an estimated $218K and bringing the position to 847 shares worth $954K. The position accounts for 0.06% of the portfolio, ranked #211.

Triad Wealth Partners first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Triad Wealth Partners held 847 shares of Blackrock worth $954K as of Q2 2026.
  • Triad Wealth Partners bought 211 Blackrock shares in Q2 2026, an estimated $218K.
  • Blackrock made up 0.06% of Triad Wealth Partners's portfolio in Q2 2026, its #211 holding.
  • Triad Wealth Partners first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
  • 2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.