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BLK icon

Willner & Heller’s Blackrock BLK Stock Holding History

Willner & Heller’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 		$244K Sell
254
-37
-13% -$38.3K 0.15% 148
2026
Q1 		$280K Sell
291
-7
-2% -$7.37K 0.21% 136
2025
Q4 		$319K Buy
298
+26
+10% +$28.4K 0.23% 127
2025
Q3 		$317K Buy
272
+2
+0.7% +$2.24K 0.24% 120
2025
Q2 		$284K Buy
270
+2
+0.7% +$1.89K 0.24% 122
2025
Q1 		$253K Buy
268
+38
+17% +$37.2K 0.23% 127
2024
Q4 		$235K Buy
+230
New +$233K 0.21% 137
2022
Q4 		$258K Buy
+364
New +$243K 0.37% 104
2022
Q2 		– Sell
-247
Closed -$226K – 119
2022
Q1 		$226K Buy
247
+1
+0.4% +$781 0.28% 127
2021
Q4 		$206K Buy
+246
New +$224K 0.27% 137

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

Willner & Heller's BLK Position: Q2 2026 in Review

Willner & Heller reduced its Blackrock (BLK) stake by 13% in Q2 2026, selling an estimated $38.3K and leaving 254 shares worth $244K. The position accounts for 0.15% of the portfolio, ranked #148.

Willner & Heller first reported a position in BLK in Q4 2021 and has held it in 10 quarters since. The position peaked at $319K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Willner & Heller held 254 shares of Blackrock worth $244K as of Q2 2026.
  • Willner & Heller sold 37 Blackrock shares in Q2 2026, an estimated $38.3K.
  • Blackrock made up 0.15% of Willner & Heller's portfolio in Q2 2026, its #148 holding.
  • Willner & Heller first reported a position in Blackrock in Q4 2021 and has held it in 10 quarters since.
  • Willner & Heller's Blackrock position peaked at $319K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.