180 Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.29M | Sell |
3,427
-18
| -0.5% | -$18.6K | 0.33% | 79 |
|
|
2026
Q1 | $3.31M | Sell |
3,445
-24
| -0.7% | -$25.3K | 0.38% | 68 |
|
|
2025
Q4 | $3.71M | Sell |
3,469
-44
| -1% | -$48.1K | 0.42% | 54 |
|
|
2025
Q3 | $4.1M | Sell |
3,513
-36
| -1% | -$40.2K | 0.5% | 42 |
|
|
2025
Q2 | $3.72M | Sell |
3,549
-47
| -1% | -$44.4K | 0.52% | 43 |
|
|
2025
Q1 | $3.4M | Buy |
+3,596
| New | +$3.52M | 0.54% | 41 |
|
|
2024
Q4 | – | Sell |
-3,440
| Closed | -$3.27M | – | 436 |
|
|
2024
Q3 | $3.27M | Hold |
3,440
| – | – | 0.51% | 46 |
|
|
2024
Q2 | $2.84M | Buy |
3,440
+498
| +17% | +$389K | 0.46% | 55 |
|
|
2024
Q1 | $2.45M | Buy |
2,942
+317
| +12% | +$255K | 0.44% | 61 |
|
|
2023
Q4 | $2.1M | Buy |
2,625
+25
| +1% | +$17.5K | 0.42% | 67 |
|
|
2023
Q3 | $1.68M | Buy |
2,600
+108
| +4% | +$75.4K | 0.38% | 74 |
|
|
2023
Q2 | $1.73M | Buy |
2,492
+77
| +3% | +$51.6K | 0.38% | 74 |
|
|
2023
Q1 | $1.62M | Sell |
2,415
-34
| -1% | -$23.9K | 0.38% | 75 |
|
|
2022
Q4 | $1.86M | Sell |
2,449
-12
| -0.5% | -$8.01K | 0.44% | 68 |
|
|
2022
Q3 | $1.35M | Sell |
2,461
-9
| -0.4% | -$5.89K | 0.37% | 77 |
|
|
2022
Q2 | $1.52M | Sell |
2,470
-76
| -3% | -$49.5K | 0.39% | 76 |
|
|
2022
Q1 | $1.79M | Buy |
2,546
+59
| +2% | +$46.1K | 0.39% | 71 |
|
|
2021
Q4 | $1.99M | Buy |
2,487
+38
| +2% | +$34.7K | 0.45% | 63 |
|
|
2021
Q3 | $2.22M | Buy |
2,449
+23
| +0.9% | +$20.6K | 0.49% | 53 |
|
|
2021
Q2 | $2.21M | Sell |
2,426
-11
| -0.5% | -$9.29K | 0.51% | 52 |
|
|
2021
Q1 | $2.1M | Buy |
2,437
+2
| +0.1% | +$1.45K | 0.52% | 50 |
|
|
2020
Q4 | $1.79M | Buy |
2,435
+184
| +8% | +$122K | 0.52% | 51 |
|
|
2020
Q3 | $1.45M | Buy |
2,251
+80
| +4% | +$45.6K | 0.54% | 48 |
|
|
2020
Q2 | $1.28M | Buy |
2,171
+616
| +40% | +$311K | 0.51% | 50 |
|
|
2020
Q1 | $663K | Buy |
1,555
+622
| +67% | +$306K | 0.34% | 77 |
|
|
2019
Q4 | $495K | Buy |
+933
| New | +$443K | 0.2% | 130 |
|
|
2018
Q3 | – | Sell |
-407
| Closed | -$203K | – | 258 |
|
|
2018
Q2 | $203K | Hold |
407
| – | – | 0.1% | 227 |
|
|
2018
Q1 | $221K | Sell |
407
-35
| -8% | -$19.2K | 0.11% | 212 |
|
|
2017
Q4 | $227K | Buy |
+442
| New | +$215K | 0.12% | 208 |
|
Other funds holding BLK
180 Wealth Advisors's BLK Position: Q2 2026 in Review
180 Wealth Advisors reduced its Blackrock (BLK) stake by 0.52% in Q2 2026, selling an estimated $18.6K and leaving 3,427 shares worth $3.29M. The position accounts for 0.33% of the portfolio, ranked #79.
180 Wealth Advisors first reported a position in BLK in Q4 2017 and has held it in 29 quarters since. The position peaked at $4.1M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- 180 Wealth Advisors held 3,427 shares of Blackrock worth $3.29M as of Q2 2026.
- 180 Wealth Advisors sold 18 Blackrock shares in Q2 2026, an estimated $18.6K.
- Blackrock made up 0.33% of 180 Wealth Advisors's portfolio in Q2 2026, its #79 holding.
- 180 Wealth Advisors first reported a position in Blackrock in Q4 2017 and has held it in 29 quarters since.
- 180 Wealth Advisors's Blackrock position peaked at $4.1M in Q3 2025.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.