Westshore Wealth’s Blackrock BLK Stock Holding History

Westshore Wealth’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	–	Sell	-199	Closed	-$213K	–	105
2025 Q4	$213K	Sell	199 -18	-8%	-$19.7K	0.07%	96
2025 Q3	$253K	Sell	217 -6	-3%	-$6.71K	0.09%	81
2025 Q2	$234K	Buy	223 +6	+3%	+$5.67K	0.09%	81
2025 Q1	$205K	Sell	217 -11	-5%	-$10.8K	0.09%	88
2024 Q4	$234K	Buy	+228	New	+$231K	0.09%	81
2021 Q3	–	Sell	-620	Closed	-$542K	–	89
2021 Q2	$542K	Buy	620 +2	+0.3%	+$1.69K	0.28%	62
2021 Q1	$466K	Buy	+618	New	+$448K	0.27%	66

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westshore Wealth's BLK Position: Q1 2026 in Review

Westshore Wealth sold out of Blackrock (BLK) in Q1 2026, closing a stake of 199 shares — an estimated $213K sold.

Westshore Wealth first reported a position in BLK in Q1 2021 and held it in 7 quarters. The position peaked at $542K in Q2 2021. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Westshore Wealth reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Westshore Wealth sold 199 Blackrock shares in Q1 2026, an estimated $213K.
Westshore Wealth first reported a position in Blackrock in Q1 2021 and held it in 7 quarters.
Westshore Wealth's Blackrock position peaked at $542K in Q2 2021.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.