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U.S. Wealth Group’s Blackrock BLK Stock Holding History

U.S. Wealth Group’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 		$3.13M Buy
3,260
+685
+27% +$708K 1.88% 20
2026
Q1 		$2.48M Sell
2,575
-29
-1% -$30.5K 1.67% 25
2025
Q4 		$2.79M Sell
2,604
-39
-1% -$42.6K 1.84% 20
2025
Q3 		$3.08M Buy
2,643
+63
+2% +$70.4K 2.01% 19
2025
Q2 		$2.71M Buy
2,580
+173
+7% +$164K 2.11% 17
2025
Q1 		$2.28M Sell
2,407
-150
-6% -$147K 1.81% 25
2024
Q4 		$2.62M Buy
+2,557
New +$2.6M 1.98% 16

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

U.S. Wealth Group's BLK Position: Q2 2026 in Review

U.S. Wealth Group increased its Blackrock (BLK) stake by 27% in Q2 2026, buying an estimated $708K and bringing the position to 3,260 shares worth $3.13M. The position accounts for 1.88% of the portfolio, ranked #20.

U.S. Wealth Group first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • U.S. Wealth Group held 3,260 shares of Blackrock worth $3.13M as of Q2 2026.
  • U.S. Wealth Group bought 685 Blackrock shares in Q2 2026, an estimated $708K.
  • Blackrock made up 1.88% of U.S. Wealth Group's portfolio in Q2 2026, its #20 holding.
  • U.S. Wealth Group first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • 2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on U.S. Wealth Group's 13F filing for Q2 2026, filed 10 Sep 2026.