AWM
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Aprio Wealth Management’s Blackrock BLK Stock Holding History

Aprio Wealth Management’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 		$717K Buy
746
+41
+6% +$42.4K 0.04% 301
2026
Q1 		$678K Sell
705
-10
-1% -$10.5K 0.04% 274
2025
Q4 		$766K Buy
715
+265
+59% +$290K 0.04% 237
2025
Q3 		$524K Buy
450
+89
+25% +$99.5K 0.05% 211
2025
Q2 		$378K Buy
361
+112
+45% +$106K 0.04% 239
2025
Q1 		$236K Buy
249
+20
+9% +$19.6K 0.03% 318
2024
Q4 		$235K Buy
+229
New +$232K 0.03% 268

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
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
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Aprio Wealth Management's BLK Position: Q2 2026 in Review

Aprio Wealth Management increased its Blackrock (BLK) stake by 5.8% in Q2 2026, buying an estimated $42.4K and bringing the position to 746 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #301.

Aprio Wealth Management first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $766K in Q4 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Aprio Wealth Management held 746 shares of Blackrock worth $717K as of Q2 2026.
  • Aprio Wealth Management bought 41 Blackrock shares in Q2 2026, an estimated $42.4K.
  • Blackrock made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Aprio Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Aprio Wealth Management's Blackrock position peaked at $766K in Q4 2025.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.