Measured Wealth Private Client Group, LLC
Position in BLK — BlackRock, Inc.
CIK 1720235
PORTSMOUTH, NH
Position in BLK
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$275,006
-$7,736 QoQ
Shares Held
286
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,803
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $1,972,279 across 21 Asset Management names. BLK ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
14,664 | $809,746 | |
| 2 | STT |
State Street Corp
|
1,832 | $310,707 | |
| 3 | BLK |
BlackRock, Inc.
This page
|
286 | $275,006 | |
| 4 | NTRS |
Northern Trust Corp
|
1,516 | $263,541 | |
| 5 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
3,022 | $79,025 | |
| 6 | APO |
Apollo Global Management, Inc.
|
550 | $65,070 | |
| 7 | BX |
Blackstone Inc.
|
399 | $46,950 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
685 | $23,653 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,006 | 286 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $282,742 | 294 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $314,679 | 294 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $345,097 | 296 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $308,479 | 294 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $280,158 | 296 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $335,210 | 327 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||