West Branch Capital’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $435K | Sell |
452
-162
| -26% | -$168K | 0.1% | 58 |
|
|
2026
Q1 | $590K | Sell |
614
-113
| -16% | -$119K | 0.16% | 53 |
|
|
2025
Q4 | $778K | Sell |
727
-413
| -36% | -$452K | 0.2% | 49 |
|
|
2025
Q3 | $1.33M | Sell |
1,140
-20
| -2% | -$22.4K | 0.35% | 44 |
|
|
2025
Q2 | $1.22M | Sell |
1,160
-64
| -5% | -$60.5K | 0.36% | 44 |
|
|
2025
Q1 | $1.16M | Sell |
1,224
-18
| -1% | -$17.6K | 0.39% | 44 |
|
|
2024
Q4 | $1.27M | Buy |
1,242
+3
| +0.2% | +$3.04K | 0.41% | 42 |
|
|
2024
Q3 | $1.18M | Sell |
1,239
-50
| -4% | -$43.3K | 0.41% | 40 |
|
|
2024
Q2 | $1.01M | Sell |
1,289
-24
| -2% | -$18.7K | 0.38% | 38 |
|
|
2024
Q1 | $1.09M | Sell |
1,313
-26
| -2% | -$20.9K | 0.44% | 36 |
|
|
2023
Q4 | $1.09M | Sell |
1,339
-42
| -3% | -$29.3K | 0.51% | 37 |
|
|
2023
Q3 | $893K | Sell |
1,381
-93
| -6% | -$65K | 0.47% | 39 |
|
|
2023
Q2 | $1.02M | Sell |
1,474
-37
| -2% | -$24.8K | 0.51% | 36 |
|
|
2023
Q1 | $1.01M | Sell |
1,511
-44
| -3% | -$31K | 0.56% | 37 |
|
|
2022
Q4 | $1.1M | Buy |
1,555
+5
| +0.3% | +$3.34K | 0.68% | 34 |
|
|
2022
Q3 | $853K | Buy |
1,550
+6
| +0.4% | +$3.93K | 0.53% | 43 |
|
|
2022
Q2 | $940K | Sell |
1,544
-19
| -1% | -$12.4K | 0.54% | 42 |
|
|
2022
Q1 | $1.19M | Sell |
1,563
-23
| -1% | -$18K | 0.57% | 41 |
|
|
2021
Q4 | $1.45M | Sell |
1,586
-10
| -0.6% | -$9.13K | 0.62% | 38 |
|
|
2021
Q3 | $1.34M | Buy |
1,596
+4
| +0.3% | +$3.58K | 0.64% | 36 |
|
|
2021
Q2 | $1.39M | Sell |
1,592
-14
| -0.9% | -$11.8K | 0.68% | 36 |
|
|
2021
Q1 | $1.21M | Sell |
1,606
-12
| -0.7% | -$8.71K | 0.71% | 37 |
|
|
2020
Q4 | $1.17M | Buy |
1,618
+4
| +0.2% | +$2.65K | 0.69% | 39 |
|
|
2020
Q3 | $910K | Buy |
1,614
+14
| +0.9% | +$7.99K | 0.58% | 44 |
|
|
2020
Q2 | $870K | Sell |
1,600
-191
| -11% | -$96.4K | 0.61% | 43 |
|
|
2020
Q1 | $788K | Sell |
1,791
-39
| -2% | -$19.2K | 0.75% | 37 |
|
|
2019
Q4 | $920K | Sell |
1,830
-116
| -6% | -$55K | 0.64% | 41 |
|
|
2019
Q3 | $867K | Sell |
1,946
-283
| -13% | -$126K | 0.64% | 51 |
|
|
2019
Q2 | $1.05M | Sell |
2,229
-335
| -13% | -$152K | 0.86% | 35 |
|
|
2019
Q1 | $1.1M | Sell |
2,564
-2,109
| -45% | -$885K | 0.98% | 31 |
|
|
2018
Q4 | $1.84M | Sell |
4,673
-1,319
| -22% | -$540K | 1.93% | 16 |
|
|
2018
Q3 | $2.82M | Sell |
5,992
-30
| -0.5% | -$14.6K | 2.1% | 12 |
|
|
2018
Q2 | $3M | Buy |
6,022
+3,397
| +129% | +$1.8M | 2.37% | 11 |
|
|
2018
Q1 | $1.42M | Buy |
+2,625
| New | +$1.44M | 1.56% | 21 |
|
Other funds holding BLK
West Branch Capital's BLK Position: Q2 2026 in Review
West Branch Capital reduced its Blackrock (BLK) stake by 26% in Q2 2026, selling an estimated $168K and leaving 452 shares worth $435K. The position accounts for 0.1% of the portfolio, ranked #58.
West Branch Capital first reported a position in BLK in Q1 2018 and has held it in 34 quarters since. The position peaked at $3M in Q2 2018. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- West Branch Capital held 452 shares of Blackrock worth $435K as of Q2 2026.
- West Branch Capital sold 162 Blackrock shares in Q2 2026, an estimated $168K.
- Blackrock made up 0.1% of West Branch Capital's portfolio in Q2 2026, its #58 holding.
- West Branch Capital first reported a position in Blackrock in Q1 2018 and has held it in 34 quarters since.
- West Branch Capital's Blackrock position peaked at $3M in Q2 2018.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.