Turtle Creek Wealth Advisors’s Blackrock BLK Stock Holding History

Turtle Creek Wealth Advisors’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	$16.1M	Buy	16,712 +1,210	+8%	+$1.27M	1.21%	19
2025 Q4	$16.6M	Buy	15,502 +1,224	+9%	+$1.34M	1.31%	15
2025 Q3	$16.6M	Buy	14,278 +2,195	+18%	+$2.45M	1.49%	14
2025 Q2	$12.7M	Buy	12,083 +1,382	+13%	+$1.31M	1.5%	14
2025 Q1	$10.1M	Buy	+10,701	New	+$10.5M	1.51%	15
2024 Q4	–	Sell	-6,627	Closed	-$6.29M	–	86
2024 Q3	$6.29M	Buy	6,627 +234	+4%	+$203K	1.26%	23
2024 Q2	$5.03M	Buy	6,393 +1,236	+24%	+$964K	1.17%	27
2024 Q1	$4.3M	Buy	5,157 +813	+19%	+$653K	1.05%	35
2023 Q4	$3.53M	Buy	+4,344	New	+$3.03M	1.04%	27

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

Turtle Creek Wealth Advisors's BLK Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Blackrock (BLK) stake by 7.8% in Q1 2026, buying an estimated $1.27M and bringing the position to 16,712 shares worth $16.1M. The position accounts for 1.21% of the portfolio, ranked #19.

Turtle Creek Wealth Advisors first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $16.6M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Turtle Creek Wealth Advisors held 16,712 shares of Blackrock worth $16.1M as of Q1 2026.
Turtle Creek Wealth Advisors bought 1,210 Blackrock shares in Q1 2026, an estimated $1.27M.
Blackrock made up 1.21% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Turtle Creek Wealth Advisors first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
Turtle Creek Wealth Advisors's Blackrock position peaked at $16.6M in Q3 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.