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Werba Rubin Papier Wealth Management’s Blackrock BLK Stock Holding History

Werba Rubin Papier Wealth Management’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 		– Sell
-216
Closed -$208K – 312
2026
Q1 		$208K Buy
216
+9
+4% +$9.47K 0.03% 267
2025
Q4 		$222K Sell
207
-68
-25% -$74.3K 0.06% 208
2025
Q3 		$321K Buy
+275
New +$307K 0.05% 158

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

Werba Rubin Papier Wealth Management's BLK Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management sold out of Blackrock (BLK) in Q2 2026, closing a stake of 216 shares — an estimated $208K sold.

Werba Rubin Papier Wealth Management first reported a position in BLK in Q3 2025 and held it in 3 quarters. The position peaked at $321K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Werba Rubin Papier Wealth Management reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Werba Rubin Papier Wealth Management sold 216 Blackrock shares in Q2 2026, an estimated $208K.
  • Werba Rubin Papier Wealth Management first reported a position in Blackrock in Q3 2025 and held it in 3 quarters.
  • Werba Rubin Papier Wealth Management's Blackrock position peaked at $321K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.