Winch Advisory Services’s Blackrock BLK Stock Holding History

Winch Advisory Services’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	$39K	Buy	41 +1	+3%	+$1.03K	0.01%	213
2026 Q1	$38.9K	Hold	40	–	–	0.01%	195
2025 Q4	$43.3K	Hold	40	–	–	0.01%	184
2025 Q3	$47.2K	Hold	40	–	–	0.01%	173
2025 Q2	$42.4K	Hold	40	–	–	0.01%	174
2025 Q1	$38.2K	Hold	40	–	–	0.01%	174
2024 Q4	$41.4K	Sell	40 -4	-9%	-$4.06K	0.01%	169
2024 Q3	$42.1K	Hold	44	–	–	0.01%	165
2024 Q2	$34.9K	Hold	44	–	–	0.01%	174
2024 Q1	$36.9K	Hold	44	–	–	0.01%	168
2023 Q4	$35.9K	Hold	44	–	–	0.01%	164
2023 Q3	$29K	Hold	44	–	–	0.01%	173
2023 Q2	$31K	Hold	44	–	–	0.01%	164
2023 Q1	$30K	Hold	44	–	–	0.01%	159
2022 Q4	$31K	Sell	44 -11	-20%	-$7.34K	0.01%	150
2022 Q3	$30K	Buy	55 +1	+2%	+$655	0.01%	139
2022 Q2	$33K	Sell	54 -1	-2%	-$651	0.01%	141
2022 Q1	$42K	Hold	55	–	–	0.01%	142
2021 Q4	$50K	Hold	55	–	–	0.02%	131
2021 Q3	$46K	Buy	55 +46	+511%	+$41.2K	0.02%	133
2021 Q2	$8K	Hold	9	–	–	﹤0.01%	287
2021 Q1	$7K	Hold	9	–	–	﹤0.01%	272
2020 Q4	$6K	Buy	+9	New	+$5.97K	﹤0.01%	272
2019 Q4	–	Sell	-6	Closed	-$3K	–	359
2019 Q3	$3K	Sell	6 -7	-54%	-$3.12K	﹤0.01%	266
2019 Q2	$6K	Buy	+13	New	+$5.88K	﹤0.01%	236

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

Winch Advisory Services's BLK Position: Q2 2026 in Review

Winch Advisory Services increased its Blackrock (BLK) stake by 2.5% in Q2 2026, buying an estimated $1.03K and bringing the position to 41 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #213.

Winch Advisory Services first reported a position in BLK in Q2 2019 and has held it in 25 quarters since. The position peaked at $50K in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Winch Advisory Services held 41 shares of Blackrock worth $39K as of Q2 2026.
Winch Advisory Services bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
Blackrock made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #213 holding.
Winch Advisory Services first reported a position in Blackrock in Q2 2019 and has held it in 25 quarters since.
Winch Advisory Services's Blackrock position peaked at $50K in Q4 2021.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.