Acumen Wealth Advisors’s Blackrock BLK Stock Holding History

Acumen Wealth Advisors’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	$2.83M	Buy	2,943 +1,842	+167%	+$1.91M	0.6%	41
2026 Q1	$1.06M	Buy	1,101 +993	+919%	+$1.04M	0.28%	59
2025 Q4	$116K	Buy	+108	New	+$118K	0.03%	96

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acumen Wealth Advisors's BLK Position: Q2 2026 in Review

Acumen Wealth Advisors increased its Blackrock (BLK) stake by 167% in Q2 2026, buying an estimated $1.91M and bringing the position to 2,943 shares worth $2.83M. The position accounts for 0.6% of the portfolio, ranked #41.

Acumen Wealth Advisors first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Acumen Wealth Advisors held 2,943 shares of Blackrock worth $2.83M as of Q2 2026.
Acumen Wealth Advisors bought 1,842 Blackrock shares in Q2 2026, an estimated $1.91M.
Blackrock made up 0.6% of Acumen Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Acumen Wealth Advisors first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.