Xcel Wealth Management’s Blackrock BLK Stock Holding History

Xcel Wealth Management’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 Q3	$812K	Sell	767 -38	-5%	-$41.5K	0.2%	80
2026 Q2	$774K	Sell	805 -245	-23%	-$253K	0.18%	86
2026 Q1	$1.01M	Sell	1,050 -306	-23%	-$322K	0.28%	70
2025 Q4	$1.45M	Hold	1,356	–	–	0.37%	62
2025 Q3	$1.58M	Sell	1,356 -151	-10%	-$169K	0.41%	57
2025 Q2	$1.58M	Buy	1,507 +30	+2%	+$28.4K	0.45%	53
2025 Q1	$1.4M	Buy	1,477 +764	+107%	+$749K	0.44%	50
2024 Q4	$731K	Buy	+713	New	+$724K	0.2%	72

Other funds holding BLK

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Xcel Wealth Management's BLK Position: Q3 2026 in Review

Xcel Wealth Management reduced its Blackrock (BLK) stake by 4.7% in Q3 2026, selling an estimated $41.5K and leaving 767 shares worth $812K. The position accounts for 0.2% of the portfolio, ranked #80.

Xcel Wealth Management first reported a position in BLK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q2 2025. 1,534 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

Xcel Wealth Management held 767 shares of Blackrock worth $812K as of Q3 2026.
Xcel Wealth Management sold 38 Blackrock shares in Q3 2026, an estimated $41.5K.
Blackrock made up 0.2% of Xcel Wealth Management's portfolio in Q3 2026, its #80 holding.
Xcel Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 8 quarters since.
Xcel Wealth Management's Blackrock position peaked at $1.58M in Q2 2025.
1,534 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.