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Arkadios Wealth Advisors’s Blackrock BLK Stock Holding History

Arkadios Wealth Advisors’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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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. 2,337 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.
  • 2,337 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.