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United Financial Planning Group’s Blackrock BLK Stock Holding History

United Financial Planning 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 		$19.2K Hold
20
– – 0.01% 171
2026
Q1 		$19.2K Hold
20
– – 0.01% 140
2025
Q4 		$21.4K Buy
+20
New +$21.9K 0.01% 133

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 $3.38T AUM 44.17% 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

United Financial Planning Group's BLK Position: Q2 2026 in Review

United Financial Planning Group held its Blackrock (BLK) position steady in Q2 2026 at 20 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #171.

United Financial Planning Group first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.4K in Q4 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • United Financial Planning Group held 20 shares of Blackrock worth $19.2K as of Q2 2026.
  • United Financial Planning Group left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.01% of United Financial Planning Group's portfolio in Q2 2026, its #171 holding.
  • United Financial Planning Group first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Blackrock position peaked at $21.4K in Q4 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.