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 Q2	$200K	Buy	+208	New	+$215K	0.06%	104
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westshore Wealth's BLK Position: Q2 2026 in Review

Westshore Wealth opened a new position in Blackrock (BLK) in Q2 2026: 208 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #104 among its holdings. This is a return to the name: Westshore Wealth previously reported a position in BLK as recently as Q4 2025.

Westshore Wealth first reported a position in BLK in Q1 2021 and has held it in 8 quarters since. The position peaked at $542K in Q2 2021. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Westshore Wealth held 208 shares of Blackrock worth $200K as of Q2 2026.
Blackrock was a new Westshore Wealth position in Q2 2026.
Blackrock made up 0.06% of Westshore Wealth's portfolio in Q2 2026, its #104 holding.
Westshore Wealth first reported a position in Blackrock in Q1 2021 and has held it in 8 quarters since.
Westshore Wealth's Blackrock position peaked at $542K in Q2 2021.
2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Westshore Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.