AJ Advisors’s Blackrock BLK Stock Holding History

AJ 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	$466K	Sell	484 -2	-0.4%	-$2.07K	0.14%	26
2026 Q1	$467K	Sell	486 -7	-1%	-$7.37K	0.17%	23
2025 Q4	$528K	Buy	493 +33	+7%	+$36.1K	0.19%	24
2025 Q3	$536K	Hold	460	–	–	0.22%	24
2025 Q2	$483K	Buy	460 +2	+0.4%	+$1.89K	0.21%	25
2025 Q1	$433K	Buy	458 +17	+4%	+$16.7K	0.22%	24
2024 Q4	$452K	Buy	441 +66	+18%	+$67K	0.23%	22
2024 Q3	$356K	Buy	375 +3	+0.8%	+$2.6K	0.18%	29
2024 Q2	$293K	Buy	372 +59	+19%	+$46K	0.16%	31
2024 Q1	$261K	Buy	313 +9	+3%	+$7.23K	0.14%	40
2023 Q4	$246K	Buy	+304	New	+$212K	0.15%	40
2023 Q1	–	Sell	-302	Closed	-$214K	–	37
2022 Q4	$214K	Buy	+302	New	+$202K	0.17%	36

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

AJ Advisors's BLK Position: Q2 2026 in Review

AJ Advisors reduced its Blackrock (BLK) stake by 0.41% in Q2 2026, selling an estimated $2.07K and leaving 484 shares worth $466K. The position accounts for 0.14% of the portfolio, ranked #26.

AJ Advisors first reported a position in BLK in Q4 2022 and has held it in 12 quarters since. The position peaked at $536K in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

AJ Advisors held 484 shares of Blackrock worth $466K as of Q2 2026.
AJ Advisors sold 2 Blackrock shares in Q2 2026, an estimated $2.07K.
Blackrock made up 0.14% of AJ Advisors's portfolio in Q2 2026, its #26 holding.
AJ Advisors first reported a position in Blackrock in Q4 2022 and has held it in 12 quarters since.
AJ Advisors's Blackrock position peaked at $536K in Q3 2025.
2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.