Arete Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,393
| Closed | -$2.56M | – | 367 |
|
|
2025
Q4 | $2.56M | Buy |
2,393
+67
| +3% | +$73.2K | 0.16% | 137 |
|
|
2025
Q3 | $2.71M | Buy |
+2,326
| New | +$2.6M | 0.17% | 120 |
|
|
2024
Q4 | – | Sell |
-1,613
| Closed | -$1.52M | – | 750 |
|
|
2024
Q3 | $1.52M | Sell |
1,613
-348
| -18% | -$301K | 0.13% | 161 |
|
|
2024
Q2 | $1.54M | Buy |
+1,961
| New | +$1.53M | 0.13% | 166 |
|
|
2024
Q1 | – | Sell |
-2,136
| Closed | -$1.73M | – | 423 |
|
|
2023
Q4 | $1.73M | Buy |
2,136
+5
| +0.2% | +$3.49K | 0.13% | 163 |
|
|
2023
Q3 | $1.38M | Buy |
2,131
+359
| +20% | +$251K | 0.24% | 91 |
|
|
2023
Q2 | $1.23M | Buy |
1,772
+32
| +2% | +$21.4K | 0.11% | 178 |
|
|
2023
Q1 | $1.16M | Buy |
1,740
+28
| +2% | +$19.7K | 0.09% | 187 |
|
|
2022
Q4 | $1.21B | Buy |
1,712
+184
| +12% | +$123K | 0.11% | 173 |
|
|
2022
Q3 | $841K | Buy |
1,528
+382
| +33% | +$250K | 0.08% | 206 |
|
|
2022
Q2 | $698K | Sell |
1,146
-5
| -0.4% | -$3.26K | 0.07% | 193 |
|
|
2022
Q1 | $880K | Buy |
1,151
+145
| +14% | +$113K | 0.07% | 201 |
|
|
2021
Q4 | $918K | Buy |
1,006
+368
| +58% | +$336K | 0.08% | 199 |
|
|
2021
Q3 | $535K | Buy |
638
+89
| +16% | +$79.8K | 0.06% | 250 |
|
|
2021
Q2 | $426K | Buy |
549
+47
| +9% | +$39.7K | 0.06% | 224 |
|
|
2021
Q1 | $378K | Sell |
502
-1
| -0.2% | -$725 | 0.05% | 284 |
|
|
2020
Q4 | $362K | Sell |
503
-1,061
| -68% | -$704K | 0.05% | 279 |
|
|
2020
Q3 | $892K | Buy |
1,564
+21
| +1% | +$12K | 0.13% | 162 |
|
|
2020
Q2 | $839K | Sell |
1,543
-537
| -26% | -$271K | 0.15% | 162 |
|
|
2020
Q1 | $915K | Sell |
2,080
-606
| -23% | -$299K | 0.18% | 129 |
|
|
2019
Q4 | $1.35M | Sell |
2,686
-17
| -0.6% | -$8.06K | 0.23% | 102 |
|
|
2019
Q3 | $1.2M | Buy |
2,703
+81
| +3% | +$36.1K | 0.23% | 110 |
|
|
2019
Q2 | $1.23M | Sell |
2,622
-134
| -5% | -$60.6K | 0.24% | 102 |
|
|
2019
Q1 | $1.18M | Buy |
2,756
+942
| +52% | +$395K | 0.25% | 104 |
|
|
2018
Q4 | $713K | Buy |
1,814
+1,245
| +219% | +$510K | 0.17% | 146 |
|
|
2018
Q3 | $268K | Buy |
569
+146
| +35% | +$71K | 0.06% | 282 |
|
|
2018
Q2 | $211K | Buy |
+423
| New | +$224K | 0.05% | 338 |
|
Other funds holding BLK
VCM
VPM
Arete Wealth Advisors's BLK Position: Q1 2026 in Review
Arete Wealth Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 2,393 shares — an estimated $2.56M sold.
Arete Wealth Advisors first reported a position in BLK in Q2 2018 and held it in 27 quarters. The position peaked at $1.21B in Q4 2022. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Arete Wealth Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 2,393 Blackrock shares in Q1 2026, an estimated $2.56M.
- Arete Wealth Advisors first reported a position in Blackrock in Q2 2018 and held it in 27 quarters.
- Arete Wealth Advisors's Blackrock position peaked at $1.21B in Q4 2022.
- 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.