WETS
BLK icon

Wealth Enhancement Trust Services’s Blackrock BLK Stock Holding History

Wealth Enhancement Trust Services’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 		$546K Sell
568
-149
-21% -$154K 0.06% 203
2026
Q1 		$690K Buy
717
+287
+67% +$302K 0.08% 186
2025
Q4 		$460K Buy
+430
New +$470K 0.06% 204

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealth Enhancement Trust Services's BLK Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Blackrock (BLK) stake by 21% in Q2 2026, selling an estimated $154K and leaving 568 shares worth $546K. The position accounts for 0.06% of the portfolio, ranked #203.

Wealth Enhancement Trust Services first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $690K in Q1 2026. 1,838 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Wealth Enhancement Trust Services held 568 shares of Blackrock worth $546K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 149 Blackrock shares in Q2 2026, an estimated $154K.
  • Blackrock made up 0.06% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #203 holding.
  • Wealth Enhancement Trust Services first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Blackrock position peaked at $690K in Q1 2026.
  • 1,838 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.