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Wealth Preservation Advisors’s Blackrock BLK Stock Holding History

Wealth Preservation 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 		$55.3K Buy
58
+2
+4% +$2.1K 0.05% 155
2025
Q4 		$60.4K Sell
56
-1
-2% -$1.09K 0.03% 185
2025
Q3 		$66.8K Sell
57
-2
-3% -$2.24K 0.04% 164
2025
Q2 		$62.1K Buy
59
+1
+2% +$946 0.04% 173
2025
Q1 		$55K Buy
+58
New +$56.8K 0.04% 172

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 Preservation Advisors's BLK Position: Q1 2026 in Review

Wealth Preservation Advisors increased its Blackrock (BLK) stake by 3.6% in Q1 2026, buying an estimated $2.1K and bringing the position to 58 shares worth $55.3K. The position accounts for 0.05% of the portfolio, ranked #155.

Wealth Preservation Advisors first reported a position in BLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $66.8K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Wealth Preservation Advisors held 58 shares of Blackrock worth $55.3K as of Q1 2026.
  • Wealth Preservation Advisors bought 2 Blackrock shares in Q1 2026, an estimated $2.1K.
  • Blackrock made up 0.05% of Wealth Preservation Advisors's portfolio in Q1 2026, its #155 holding.
  • Wealth Preservation Advisors first reported a position in Blackrock in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's Blackrock position peaked at $66.8K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.