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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
Q2 		$3.21M Buy
3,342
+931
+39% +$963K 0.02% 332
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s BLK Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Blackrock (BLK) stake by 39% in Q2 2026, buying an estimated $963K and bringing the position to 3,342 shares worth $3.21M. The position accounts for 0.02% of the portfolio, ranked #332.

Wealthspire Advisors (New York) first reported a position in BLK in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.33M in Q4 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,342 shares of Blackrock worth $3.21M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 931 Blackrock shares in Q2 2026, an estimated $963K.
  • Blackrock made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #332 holding.
  • Wealthspire Advisors (New York) first reported a position in Blackrock in Q4 2018 and has held it in 28 quarters since.
  • Wealthspire Advisors (New York)'s Blackrock position peaked at $3.33M in Q4 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.