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Wealthspire Advisors (New York)’s Blackrock BLK Stock Holding History

Wealthspire Advisors (New York)’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 		$2.32M Sell
2,411
-699
-22% -$735K 0.02% 270
2025
Q4 		$3.33M Buy
3,110
+574
+23% +$628K 0.03% 213
2025
Q3 		$2.96M Sell
2,536
-68
-3% -$76K 0.02% 220
2025
Q2 		$2.73M Sell
2,604
-76
-3% -$71.9K 0.02% 235
2025
Q1 		$2.54M Sell
2,680
-114
-4% -$112K 0.02% 239
2024
Q4 		$2.86M Sell
2,794
-220
-7% -$223K 0.03% 200
2024
Q3 		$2.86M Buy
3,014
+613
+26% +$531K 0.03% 197
2024
Q2 		$1.89M Buy
2,401
+38
+2% +$29.6K 0.02% 211
2024
Q1 		$1.97M Sell
2,363
-68
-3% -$54.6K 0.03% 200
2023
Q4 		$1.97M Buy
2,431
+97
+4% +$67.7K 0.03% 195
2023
Q3 		$1.51M Buy
2,334
+262
+13% +$183K 0.02% 205
2023
Q2 		$1.43M Buy
2,072
+288
+16% +$193K 0.02% 196
2023
Q1 		$1.19M Sell
1,784
-259
-13% -$182K 0.02% 220
2022
Q4 		$1.45M Buy
2,043
+368
+22% +$246K 0.03% 194
2022
Q3 		$922K Sell
1,675
-222
-12% -$145K 0.02% 238
2022
Q2 		$1.16M Buy
1,897
+565
+42% +$368K 0.02% 198
2022
Q1 		$1.02M Sell
1,332
-766
-37% -$598K 0.02% 192
2021
Q4 		$1.92M Buy
2,098
+57
+3% +$52K 0.04% 152
2021
Q3 		$1.71M Buy
2,041
+545
+36% +$488K 0.04% 181
2021
Q2 		$1.31M Sell
1,496
-1,818
-55% -$1.54M 0.03% 136
2021
Q1 		$2.5M Buy
3,314
+411
+14% +$298K 0.06% 152
2020
Q4 		$2.1M Buy
2,903
+1,781
+159% +$1.18M 0.06% 134
2020
Q3 		$632K Buy
1,122
+19
+2% +$10.8K 0.04% 162
2020
Q2 		$600K Sell
1,103
-2,628
-70% -$1.33M 0.04% 139
2020
Q1 		$1.64M Buy
3,731
+3,261
+694% +$1.61M 0.07% 143
2019
Q4 		$236K Buy
+470
New +$223K 0.02% 182
2019
Q1 		– Sell
-135
Closed -$53K – 142
2018
Q4 		$53K Buy
+135
New +$55.3K 0.01% 176

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

Wealthspire Advisors (New York)'s BLK Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Blackrock (BLK) stake by 22% in Q1 2026, selling an estimated $735K and leaving 2,411 shares worth $2.32M. The position accounts for 0.02% of the portfolio, ranked #270.

Wealthspire Advisors (New York) first reported a position in BLK in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.33M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Wealthspire Advisors (New York) held 2,411 shares of Blackrock worth $2.32M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 699 Blackrock shares in Q1 2026, an estimated $735K.
  • Blackrock made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #270 holding.
  • Wealthspire Advisors (New York) first reported a position in Blackrock in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Blackrock position peaked at $3.33M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.