Altus Wealth Group
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
Q3 		$224K Buy
212
+4
+2% +$4.37K 0.08% 129
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Altus Wealth Group's BLK Position: Q3 2026 in Review

Altus Wealth Group increased its Blackrock (BLK) stake by 1.9% in Q3 2026, buying an estimated $4.37K and bringing the position to 212 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #129.

Altus Wealth Group first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $239K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Altus Wealth Group held 212 shares of Blackrock worth $224K as of Q3 2026.
  • Altus Wealth Group bought 4 Blackrock shares in Q3 2026, an estimated $4.37K.
  • Blackrock made up 0.08% of Altus Wealth Group's portfolio in Q3 2026, its #129 holding.
  • Altus Wealth Group first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Altus Wealth Group's Blackrock position peaked at $239K in Q3 2025.
  • 1,688 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.