Whipplewood Advisors’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
$4.81K Sell
5
-13
-72% -$13.4K ﹤0.01% 318
2026
Q1
$17.3K Buy
18
+17
+1,700% +$17.9K 0.01% 411
2025
Q4
$1.07K Buy
+1
New +$1.09K ﹤0.01% 404
2025
Q3
Sell
-29
Closed -$30.4K 403
2025
Q2
$30.4K Buy
29
+15
+107% +$14.2K 0.02% 396
2025
Q1
$27.4K Buy
+14
New +$13.7K 0.02% 391

Other funds holding BLK

Whipplewood Advisors's BLK Position: Q2 2026 in Review

Whipplewood Advisors reduced its Blackrock (BLK) stake by 72% in Q2 2026, selling an estimated $13.4K and leaving 5 shares worth $4.81K. The position accounts for ﹤0.01% of the portfolio, ranked #318.

Whipplewood Advisors first reported a position in BLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $30.4K in Q2 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Whipplewood Advisors held 5 shares of Blackrock worth $4.81K as of Q2 2026.
  • Whipplewood Advisors sold 13 Blackrock shares in Q2 2026, an estimated $13.4K.
  • Blackrock made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #318 holding.
  • Whipplewood Advisors first reported a position in Blackrock in Q1 2025 and has held it in 5 quarters since.
  • Whipplewood Advisors's Blackrock position peaked at $30.4K in Q2 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.