AWG
BLK icon

Altus Wealth Group’s Blackrock BLK Stock Holding History

Altus Wealth Group’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 		$200K Buy
+208
New +$215K 0.07% 148
2026
Q1 		– Sell
-198
Closed -$212K – 145
2025
Q4 		$212K Sell
198
-7
-3% -$7.65K 0.08% 130
2025
Q3 		$239K Hold
205
– – 0.1% 123
2025
Q2 		$215K Buy
+205
New +$194K 0.1% 129

Other funds holding BLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
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
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 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

Altus Wealth Group's BLK Position: Q2 2026 in Review

Altus Wealth Group opened a new position in Blackrock (BLK) in Q2 2026: 208 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #148 among its holdings. This is a return to the name: Altus Wealth Group previously reported a position in BLK as recently as Q4 2025.

Altus Wealth Group first reported a position in BLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $239K in Q3 2025. 944 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Altus Wealth Group held 208 shares of Blackrock worth $200K as of Q2 2026.
  • Blackrock was a new Altus Wealth Group position in Q2 2026.
  • Blackrock made up 0.07% of Altus Wealth Group's portfolio in Q2 2026, its #148 holding.
  • Altus Wealth Group first reported a position in Blackrock in Q2 2025 and has held it in 4 quarters since.
  • Altus Wealth Group's Blackrock position peaked at $239K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.