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Wealth Management Associates’s Blackrock BLK Stock Holding History

Wealth Management Associates’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
-191
Closed -$204K – 238
2025
Q4 		$204K Hold
191
– – 0.07% 221
2025
Q3 		$223K Hold
191
– – 0.08% 211
2025
Q2 		$200K Buy
+191
New +$181K 0.08% 208

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Management Associates's BLK Position: Q1 2026 in Review

Wealth Management Associates sold out of Blackrock (BLK) in Q1 2026, closing a stake of 191 shares — an estimated $204K sold.

Wealth Management Associates first reported a position in BLK in Q2 2025 and held it in 3 quarters. The position peaked at $223K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Wealth Management Associates reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Wealth Management Associates sold 191 Blackrock shares in Q1 2026, an estimated $204K.
  • Wealth Management Associates first reported a position in Blackrock in Q2 2025 and held it in 3 quarters.
  • Wealth Management Associates's Blackrock position peaked at $223K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.