Position in BLK
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$246,159
-$1,962 QoQ
Shares Held
256
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,869
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $490,088 across 2 Asset Management names. BLK ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
256 | $246,159 | |
| 2 | BX |
Blackstone Inc.
|
2,073 | $243,929 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $246,159 | 256 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $248,121 | 258 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $447,402 | 418 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $482,670 | 414 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $433,340 | 413 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $400,361 | 423 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $409,018 | 399 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||