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
2025
Q4
Sell
-200
Closed -$233K 1576
2025
Q3
$233K Hold
200
0.01% 1288
2025
Q2
$210K Buy
+200
New +$189K 0.01% 1203

Other funds holding BLK

Arkadios Wealth Advisors's BLK Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Blackrock (BLK) stake by 2.9% in Q1 2026, buying an estimated $242K and bringing the position to 8,132 shares worth $7.82M. The position accounts for 0.13% of the portfolio, ranked #186.

Arkadios Wealth Advisors first reported a position in BLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.46M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Arkadios Wealth Advisors held 8,132 shares of Blackrock worth $7.82M as of Q1 2026.
  • Arkadios Wealth Advisors bought 230 Blackrock shares in Q1 2026, an estimated $242K.
  • Blackrock made up 0.13% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #186 holding.
  • Arkadios Wealth Advisors first reported a position in Blackrock in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Blackrock position peaked at $8.46M in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.