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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
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

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

Xcel Wealth Management's BLK Position: Q2 2026 in Review

Xcel Wealth Management reduced its Blackrock (BLK) stake by 23% in Q2 2026, selling an estimated $253K and leaving 805 shares worth $774K. The position accounts for 0.18% of the portfolio, ranked #86.

Xcel Wealth Management first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Xcel Wealth Management held 805 shares of Blackrock worth $774K as of Q2 2026.
  • Xcel Wealth Management sold 245 Blackrock shares in Q2 2026, an estimated $253K.
  • Blackrock made up 0.18% of Xcel Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Xcel Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Xcel Wealth Management's Blackrock position peaked at $1.58M in Q2 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.