WAU
BLK icon

Wellington-Altus USA’s Blackrock BLK Stock Holding History

Wellington-Altus USA’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 		$234K Sell
243
-29
-11% -$30K 0.17% 106
2026
Q1 		$262K Buy
272
+86
+46% +$90.5K 0.15% 132
2025
Q4 		$199K Buy
+186
New +$203K 0.15% 119

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 $3.37T AUM 44.26% 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

Wellington-Altus USA's BLK Position: Q2 2026 in Review

Wellington-Altus USA reduced its Blackrock (BLK) stake by 11% in Q2 2026, selling an estimated $30K and leaving 243 shares worth $234K. The position accounts for 0.17% of the portfolio, ranked #106.

Wellington-Altus USA first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q1 2026. 2,334 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Wellington-Altus USA held 243 shares of Blackrock worth $234K as of Q2 2026.
  • Wellington-Altus USA sold 29 Blackrock shares in Q2 2026, an estimated $30K.
  • Blackrock made up 0.17% of Wellington-Altus USA's portfolio in Q2 2026, its #106 holding.
  • Wellington-Altus USA first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Blackrock position peaked at $262K in Q1 2026.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.