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Curated Wealth Partners 13F: Cuts BlackRock (BLK) Stake by $268M

Curated Wealth Partners made a large reduction in its BlackRock, Inc. holdings, according to a recent regulatory filing.

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Curated Wealth Partners sold 253,021 shares from its stake in BlackRock, Inc. ($BLK), a 99.58% decrease, according to a 13F filing with the SEC dated October 15, 2026. It reported 1,064 shares worth $1.13 million at the end of the quarter.

Since the filing, $BLK is up 1.2% to date (from the $1,120.78 close on Oct 15, 2026).

Find the original: Curated Wealth Partners 13F filings on SEC EDGAR

BLK BlackRock, Inc.
$1,134.38 +6.26% year to date
Daily close · Oct 16, 2026

Key Points

  • Curated Wealth Partners cut its stake in BlackRock, Inc. by 99.58% in a filing on October 15, 2026, dropping 253,021 shares to leave a total of 1,064 shares.
  • BlackRock shares recently traded around $1,125.64, holding above their 50-day and 200-day moving averages while sitting below the 52-week high.
  • Major Wall Street firms including UBS and Morgan Stanley updated their price targets for the asset manager around the mid-October filing date.

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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated BlackRock, Inc. alert may contain errors. Disclosures

Curated Wealth Partners made a sharp reduction in its investment in BlackRock, Inc. BLK, according to a Form 13F filing with the SEC on October 15, 2026. Because these regulatory reports look backward at holdings from the end of the reported quarter, they may not show the fund's current positions today.

Inside Curated Wealth Partners's BlackRock, Inc. Trade

The fund cut its position by 99.58%, shedding 253,021 shares during the period. That left Curated Wealth Partners with just 1,064 shares of the asset manager, with a reported value of about $1,126,023. The hefty pullback follows other portfolio adjustments by the fund, including recent moves to trim stakes in Comfort Systems USA and Target Corporation.

Other Institutional Activity in BlackRock, Inc.

Other major institutional investors adjusted their holdings around the same time. Blackrock Inc. grew its holdings by 5,066 shares, ending with 10,137,544 shares worth about $11,499,827,212. Vanguard Capital Management LLC grew its holdings by 39,735 shares, ending with 9,280,533 shares worth about $10,527,651,069. State Street Corporation grew its holdings by 136,242 shares, ending with 6,414,683 shares worth about $7,276,688,132. Temasek Holdings (Private) Ltd reduced its holdings by 135,396 shares, ending with 5,195,165 shares worth about $5,893,291,298. Bank of America Corporation reduced its holdings by 647,874 shares, ending with 4,585,356 shares worth about $5,201,536,161.

BlackRock, Inc. Stock Up 4.8%

BlackRock shares recently traded around $1,125.64 as of October 16, 2026. The stock trades 7.0% below its 52-week high of $1,209.89 and well above its 52-week low of $917.39. It is also sitting above both its 50-day moving average of $1,106.31 and its 200-day moving average of $1,060.91.

Recent Earnings

BlackRock reported trailing-twelve-month revenue of $28,541,991,040 alongside a trailing-twelve-month earnings per share of $43.92. The company recorded a net profit margin of 24.2% and a year-over-year revenue growth rate of 19.1%. The company's next quarterly earnings report is scheduled for January 14, 2027.

Earnings drift grade

Outlook vs expectations on the last report — not price action.

B- 71/100

Reported Apr 14, 2026

  1. Forward outlook

    6 target raises vs 1 cuts.

  2. EPS & revenue

    EPS beat estimates by 7.5%. Revenue beat estimates by 3.7%.

  3. Profit surprise

    EBITDA missed by 5 percent. Operating income missed by 10 percent.

  4. Pre-earnings setup

    Bar was high, analysts already very bullish.

  5. Analyst signal

    6 target raises, 1 target cut.

  6. Earnings quality

    Gross margin up 33.6 points. Operating margin up 2.3 points. Positive free cash flow.

Earnings Call Summary

BlackRock opened 2026 with one of its best quarters ever, generating one hundred thirty billion dollars in net inflows and eight percent organic base fee growth. Revenue jumped twenty-seven percent to six point seven billion dollars, driven by strong market performance, organic growth across ETFs and private markets, and the impact of acquisitions like HPS and Preqin. Management highlighted accelerating momentum in iShares, record Aperio flows of thirteen billion dollars, and strong institutional demand for private credit despite retail weakness. Larry Fink emphasized that clients are consolidating relationships with fewer managers and choosing BlackRock for its integrated public and private markets platform at global scale.

Guidance BlackRock did not provide new forward guidance in this call. Management reaffirmed its 2030 plan to deliver organic base fee growth of five percent or higher through a diversified public and private markets platform. They expect to continue targeting an adjusted operating margin of forty-five percent or greater, with recurring fee-related earnings margins trending toward fifty percent as private markets scale.

Slightly positive report. The quarter was acceptable, but the forward setup is not strong.

Dividend

BlackRock pays an annual dividend yield of 2.05% with a payout ratio of 52.4%.

Insider Buying and Selling at BlackRock, Inc.

Chief Executive Officer Laurence D. Fink sold 1,905 shares on July 16, 2026, at an average price of $1,080.57 for a total value of $2,058,486. General Counsel Christopher J. Meade sold 18,095 shares on July 16, 2026.

Analysts Set New Price Targets

On October 15, 2026, UBS maintained a buy rating and raised its price target from $1,277.00 to $1,300.00. On October 15, 2026, Morgan Stanley maintained an overweight rating and raised its price target from $1,468.00 to $1,531.00. On October 15, 2026, JP Morgan maintained an overweight rating and raised its price target from $1,435.00 to $1,449.00. On October 15, 2026, Barclays maintained an overweight rating and lowered its price target from $1,420.00 to $1,410.00. Across 17 analyst opinions, the stock carries a consensus strong buy rating and a mean price target of $1,336.71.

About BlackRock, Inc.

BlackRock, Inc. is a New York-based asset manager providing investment and risk management services to institutional, intermediary, and individual investors around the world. Its clients include pension plans, insurance companies, foundations, and sovereign wealth funds.

Bottom Line

Curated Wealth Partners's sharp reduction leaves it with a minimal footprint in BlackRock. Investors will look toward the company's next earnings update in January to gauge ongoing business momentum. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.

Related Filing Alerts

Source: Curated Wealth Partners's 13F filing on $BLK (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Curated Wealth Partners 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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