XWM
BLK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Xcel Wealth Management's BLK Position: Q1 2026 in Review

Xcel Wealth Management reduced its Blackrock (BLK) stake by 23% in Q1 2026, selling an estimated $322K and leaving 1,050 shares worth $1.01M. The position accounts for 0.28% of the portfolio, ranked #70.

Xcel Wealth Management first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.58M in Q2 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Xcel Wealth Management held 1,050 shares of Blackrock worth $1.01M as of Q1 2026.
  • Xcel Wealth Management sold 306 Blackrock shares in Q1 2026, an estimated $322K.
  • Blackrock made up 0.28% of Xcel Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Xcel Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Xcel Wealth Management's Blackrock position peaked at $1.58M in Q2 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.