TritonPoint Wealth’s Blackrock BLK Stock Holding History

TritonPoint 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	$4.36M	Sell	4,530 -475	-9%	-$500K	0.47%	56
2025 Q4	$5.36M	Sell	5,005 -699	-12%	-$764K	0.54%	46
2025 Q3	$6.65M	Buy	5,704 +385	+7%	+$430K	0.57%	40
2025 Q2	$5.58M	Sell	5,319 -83	-2%	-$78.5K	0.52%	48
2025 Q1	$5.11M	Sell	5,402 -32	-0.6%	-$31.4K	0.49%	52
2024 Q4	$5.57M	Sell	5,434 -75	-1%	-$76.1K	0.5%	54
2024 Q3	$5.21M	Buy	5,509 +117	+2%	+$101K	0.48%	57
2024 Q2	$4.25M	Sell	5,392 -385	-7%	-$300K	0.41%	67
2024 Q1	$4.75M	Sell	5,777 -417	-7%	-$335K	0.5%	57
2023 Q4	$5.03M	Buy	+6,194	New	+$4.32M	0.49%	58

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

TritonPoint Wealth's BLK Position: Q1 2026 in Review

TritonPoint Wealth reduced its Blackrock (BLK) stake by 9.5% in Q1 2026, selling an estimated $500K and leaving 4,530 shares worth $4.36M. The position accounts for 0.47% of the portfolio, ranked #56.

TritonPoint Wealth first reported a position in BLK in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.65M in Q3 2025. 2,321 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

TritonPoint Wealth held 4,530 shares of Blackrock worth $4.36M as of Q1 2026.
TritonPoint Wealth sold 475 Blackrock shares in Q1 2026, an estimated $500K.
Blackrock made up 0.47% of TritonPoint Wealth's portfolio in Q1 2026, its #56 holding.
TritonPoint Wealth first reported a position in Blackrock in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Blackrock position peaked at $6.65M in Q3 2025.
2,321 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.