Advyzon Investment Management’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
$1.96M Sell
2,035
-2
-0.1% -$2.07K 0.14% 149
2026
Q1
$1.96M Hold
2,037
0.18% 126
2025
Q4
$2.18M Buy
2,037
+1,528
+300% +$1.67M 0.25% 96
2025
Q3
$593K Buy
+509
New +$569K 0.1% 191

Other funds holding BLK

Advyzon Investment Management's BLK Position: Q2 2026 in Review

Advyzon Investment Management reduced its Blackrock (BLK) stake by 0.1% in Q2 2026, selling an estimated $2.07K and leaving 2,035 shares worth $1.96M. The position accounts for 0.14% of the portfolio, ranked #149.

Advyzon Investment Management first reported a position in BLK in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.18M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Advyzon Investment Management held 2,035 shares of Blackrock worth $1.96M as of Q2 2026.
  • Advyzon Investment Management sold 2 Blackrock shares in Q2 2026, an estimated $2.07K.
  • Blackrock made up 0.14% of Advyzon Investment Management's portfolio in Q2 2026, its #149 holding.
  • Advyzon Investment Management first reported a position in Blackrock in Q3 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's Blackrock position peaked at $2.18M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.