AWM
BLK icon

Accurate Wealth Management’s Blackrock BLK Stock Holding History

Accurate 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
Q2 		$2M Buy
1,935
+333
+21% +$344K 0.19% 124
2026
Q1 		$1.6M Buy
1,602
+118
+8% +$124K 0.19% 114
2025
Q4 		$1.61M Buy
1,484
+97
+7% +$106K 0.2% 121
2025
Q3 		$1.66M Buy
1,387
+93
+7% +$104K 0.22% 112
2025
Q2 		$1.43M Buy
1,294
+82
+7% +$77.5K 0.22% 116
2025
Q1 		$1.06M Buy
1,212
+159
+15% +$156K 0.2% 116
2024
Q4 		$1.01M Buy
+1,053
New +$1.07M 0.19% 120
2024
Q3 		– Sell
-1,038
Closed -$854K – 379
2024
Q2 		$854K Buy
1,038
+31
+3% +$24.2K 0.2% 107
2024
Q1 		$755K Buy
1,007
+14
+1% +$11.2K 0.22% 104
2023
Q4 		$787K Sell
993
-65
-6% -$45.4K 0.24% 94
2023
Q3 		$673K Buy
1,058
+138
+15% +$96.4K 0.21% 105
2023
Q2 		$670K Buy
920
+45
+5% +$30.1K 0.21% 106
2023
Q1 		$578K Buy
875
+161
+23% +$113K 0.2% 121
2022
Q4 		$541K Buy
714
+127
+22% +$84.8K 0.2% 96
2022
Q3 		$335K Buy
587
+115
+24% +$75.3K 0.14% 125
2022
Q2 		$291K Buy
472
+51
+12% +$33.2K 0.16% 110
2022
Q1 		$322K Buy
421
+74
+21% +$57.8K 0.14% 121
2021
Q4 		$322K Buy
347
+18
+5% +$16.4K 0.26% 105
2021
Q3 		$292K Buy
329
+25
+8% +$22.4K 0.25% 108
2021
Q2 		$266K Buy
+304
New +$257K 0.23% 106

Other funds holding BLK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Accurate Wealth Management's BLK Position: Q2 2026 in Review

Accurate Wealth Management increased its Blackrock (BLK) stake by 21% in Q2 2026, buying an estimated $344K and bringing the position to 1,935 shares worth $2M. The position accounts for 0.19% of the portfolio, ranked #124.

Accurate Wealth Management first reported a position in BLK in Q2 2021 and has held it in 20 quarters since. 790 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Accurate Wealth Management held 1,935 shares of Blackrock worth $2M as of Q2 2026.
  • Accurate Wealth Management bought 333 Blackrock shares in Q2 2026, an estimated $344K.
  • Blackrock made up 0.19% of Accurate Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Accurate Wealth Management first reported a position in Blackrock in Q2 2021 and has held it in 20 quarters since.
  • 790 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.