Wealth Effects’s Blackrock BLK Stock Holding History

Wealth Effects’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	–	Sell	-384	Closed	-$411K	–	241
2025 Q4	$411K	Buy	384 +44	+13%	+$48.1K	0.13%	124
2025 Q3	$396K	Hold	340	–	–	0.13%	127
2025 Q2	$357K	Buy	+340	New	+$322K	0.13%	125

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

Wealth Effects's BLK Position: Q1 2026 in Review

Wealth Effects sold out of Blackrock (BLK) in Q1 2026, closing a stake of 384 shares — an estimated $411K sold.

Wealth Effects first reported a position in BLK in Q2 2025 and held it in 3 quarters. The position peaked at $411K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Wealth Effects reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Wealth Effects sold 384 Blackrock shares in Q1 2026, an estimated $411K.
Wealth Effects first reported a position in Blackrock in Q2 2025 and held it in 3 quarters.
Wealth Effects's Blackrock position peaked at $411K in Q4 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.