Winter & Associates’s Blackrock BLK Stock Holding History

Winter & Associates’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	-200	Closed	-$214K	–	85
2025 Q4	$214K	Buy	+200	New	+$219K	0.2%	79

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Winter & Associates's BLK Position: Q1 2026 in Review

Winter & Associates sold out of Blackrock (BLK) in Q1 2026, closing a stake of 200 shares — an estimated $214K sold.

Winter & Associates first reported a position in BLK in Q4 2025 and held it in 1 quarter. The position peaked at $214K in Q4 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Winter & Associates reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Winter & Associates sold 200 Blackrock shares in Q1 2026, an estimated $214K.
Winter & Associates first reported a position in Blackrock in Q4 2025 and held it in 1 quarter.
Winter & Associates's Blackrock position peaked at $214K in Q4 2025.
2,337 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Winter & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.