Arkadios 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
Q2
$6.18M Sell
6,423
-1,709
-21% -$1.77M 0.09% 227
2026
Q1
$7.82M Buy
8,132
+230
+3% +$242K 0.13% 186
2025
Q4
$8.46M Buy
7,902
+796
+11% +$870K 0.16% 142
2025
Q3
$8.28M Buy
7,106
+1,628
+30% +$1.82M 0.2% 114
2025
Q2
$5.75M Buy
5,478
+1,816
+50% +$1.72M 0.17% 135
2025
Q1
$3.47M Buy
3,662
+2,535
+225% +$2.48M 0.13% 179
2024
Q4
$1.15M Sell
1,127
-321
-22% -$326K 0.06% 299
2024
Q3
$1.38M Buy
1,448
+625
+76% +$541K 0.08% 245
2024
Q2
$648K Buy
823
+164
+25% +$128K 0.04% 395
2024
Q1
$549K Buy
659
+19
+3% +$15.3K 0.04% 365
2023
Q4
$519K Sell
640
-172
-21% -$120K 0.04% 360
2023
Q3
$525K Buy
812
+122
+18% +$85.2K 0.05% 320
2023
Q2
$477K Sell
690
-236
-25% -$158K 0.06% 320
2023
Q1
$620K Sell
926
-120
-11% -$84.5K 0.07% 266
2022
Q4
$741K Buy
1,046
+109
+12% +$72.8K 0.1% 215
2022
Q3
$516K Buy
937
+84
+10% +$55K 0.08% 267
2022
Q2
$519K Sell
853
-914
-52% -$595K 0.08% 270
2022
Q1
$1.35M Buy
1,767
+352
+25% +$275K 0.18% 142
2021
Q4
$1.3M Buy
1,415
+128
+10% +$117K 0.17% 139
2021
Q3
$1.08M Sell
1,287
-287
-18% -$257K 0.16% 153
2021
Q2
$1.38M Buy
1,574
+262
+20% +$221K 0.17% 152
2021
Q1
$989K Buy
1,312
+795
+154% +$577K 0.16% 153
2020
Q4
$373K Buy
517
+206
+66% +$137K 0.08% 229
2020
Q3
$205K Sell
311
-6
-2% -$3.42K 0.1% 174
2020
Q2
$178K Buy
317
+115
+57% +$58.1K 0.1% 164
2020
Q1
$88.9K Buy
202
+29
+17% +$14.3K 0.06% 246
2019
Q4
$98.1K Buy
+173
New +$82.1K 0.06% 231

Other funds holding BLK

Arkadios Wealth Advisors's BLK Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Blackrock (BLK) stake by 21% in Q2 2026, selling an estimated $1.77M and leaving 6,423 shares worth $6.18M. The position accounts for 0.09% of the portfolio, ranked #227.

Arkadios Wealth Advisors first reported a position in BLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.46M in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Arkadios Wealth Advisors held 6,423 shares of Blackrock worth $6.18M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,709 Blackrock shares in Q2 2026, an estimated $1.77M.
  • Blackrock made up 0.09% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Arkadios Wealth Advisors first reported a position in Blackrock in Q4 2019 and has held it in 27 quarters since.
  • Arkadios Wealth Advisors's Blackrock position peaked at $8.46M in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.