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True Wealth Design’s Blackrock BLK Stock Holding History

True Wealth Design’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 		$106K Buy
110
+44
+67% +$45.5K 0.03% 244
2026
Q1 		$63.5K Buy
66
+57
+633% +$60K 0.02% 335
2025
Q4 		$9.63K Sell
9
-1
-10% -$1.09K ﹤0.01% 881
2025
Q3 		$11.7K Buy
10
+1
+11% +$1.12K ﹤0.01% 779
2025
Q2 		$9.51K Sell
9
-1
-10% -$946 ﹤0.01% 603
2025
Q1 		$9.52K Buy
10
+7
+233% +$6.86K ﹤0.01% 485
2024
Q4 		$3.14K Buy
3
+2
+200% +$2.03K ﹤0.01% 631
2024
Q3 		$950 Buy
+1
New +$865 ﹤0.01% 986

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

True Wealth Design's BLK Position: Q2 2026 in Review

True Wealth Design increased its Blackrock (BLK) stake by 67% in Q2 2026, buying an estimated $45.5K and bringing the position to 110 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #244.

True Wealth Design first reported a position in BLK in Q3 2024 and has held it in 8 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • True Wealth Design held 110 shares of Blackrock worth $106K as of Q2 2026.
  • True Wealth Design bought 44 Blackrock shares in Q2 2026, an estimated $45.5K.
  • Blackrock made up 0.03% of True Wealth Design's portfolio in Q2 2026, its #244 holding.
  • True Wealth Design first reported a position in Blackrock in Q3 2024 and has held it in 8 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.