Wealthquest’s Blackrock BLK Stock Holding History

Wealthquest’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	$336K	Buy	349 +59	+20%	+$61K	0.02%	126
2026 Q1	$279K	Hold	290	–	–	0.02%	118
2025 Q4	$310K	Buy	+290	New	+$317K	0.02%	107
2025 Q3	–	Sell	-254	Closed	-$267K	–	57
2025 Q2	$267K	Buy	254 +13	+5%	+$12.3K	0.02%	113
2025 Q1	$228K	Buy	241 +5	+2%	+$4.9K	0.02%	119
2024 Q4	$242K	Sell	236 -5	-2%	-$5.08K	0.02%	113
2024 Q3	$225K	Buy	+241	New	+$209K	0.02%	118
2024 Q2	–	Sell	-241	Closed	-$201K	–	124
2024 Q1	$201K	Buy	+241	New	+$194K	0.02%	131
2023 Q2	–	Sell	-312	Closed	-$209K	–	121
2023 Q1	$209K	Hold	312	–	–	0.03%	116
2022 Q4	$221K	Buy	+312	New	+$208K	0.03%	118
2022 Q2	–	Sell	-300	Closed	-$274K	–	124
2022 Q1	$274K	Hold	300	–	–	0.04%	116
2021 Q4	$274K	Buy	300 +4	+1%	+$3.65K	0.04%	116
2021 Q3	$248K	Buy	296 +1	+0.3%	+$896	0.04%	120
2021 Q2	$258K	Hold	295	–	–	0.04%	122
2021 Q1	$222K	Hold	295	–	–	0.04%	129
2020 Q4	$212K	Buy	+295	New	+$196K	0.05%	127

Other funds holding BLK

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Wealthquest's BLK Position: Q2 2026 in Review

Wealthquest increased its Blackrock (BLK) stake by 20% in Q2 2026, buying an estimated $61K and bringing the position to 349 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #126.

Wealthquest first reported a position in BLK in Q4 2020 and has held it in 16 quarters since. 755 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Wealthquest held 349 shares of Blackrock worth $336K as of Q2 2026.
Wealthquest bought 59 Blackrock shares in Q2 2026, an estimated $61K.
Blackrock made up 0.02% of Wealthquest's portfolio in Q2 2026, its #126 holding.
Wealthquest first reported a position in Blackrock in Q4 2020 and has held it in 16 quarters since.
755 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.