UP Strategic Wealth Investment Advisors’s Blackrock BLK Stock Holding History

UP Strategic Wealth Investment 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	$254K	Sell	238 -21	-8%	-$22.1K	0.16%	78
2025 Q4	$274K	Hold	259	–	–	0.2%	71
2025 Q3	$311K	Sell	259 -1	-0.4%	-$1.12K	0.23%	61
2025 Q2	$273K	Sell	260 -22	-8%	-$20.8K	0.21%	69
2025 Q1	$267K	Buy	282 +43	+18%	+$42.1K	0.24%	67
2024 Q4	$245K	Buy	239 +27	+13%	+$27.4K	0.25%	66
2024 Q3	$201K	Buy	+212	New	+$183K	0.23%	76

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

UP Strategic Wealth Investment Advisors's BLK Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Blackrock (BLK) stake by 8.1% in Q1 2026, selling an estimated $22.1K and leaving 238 shares worth $254K. The position accounts for 0.16% of the portfolio, ranked #78.

UP Strategic Wealth Investment Advisors first reported a position in BLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $311K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

UP Strategic Wealth Investment Advisors held 238 shares of Blackrock worth $254K as of Q1 2026.
UP Strategic Wealth Investment Advisors sold 21 Blackrock shares in Q1 2026, an estimated $22.1K.
Blackrock made up 0.16% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #78 holding.
UP Strategic Wealth Investment Advisors first reported a position in Blackrock in Q3 2024 and has held it in 7 quarters since.
UP Strategic Wealth Investment Advisors's Blackrock position peaked at $311K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.