AWM
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Athena Wealth Management’s Blackrock BLK Stock Holding History

Athena 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 		– Sell
-950
Closed -$913K – 109
2026
Q1 		$913K Buy
950
+412
+77% +$433K 0.75% 39
2025
Q4 		$575K Buy
+538
New +$588K 0.56% 39

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

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

Athena Wealth Management sold out of Blackrock (BLK) in Q2 2026, closing a stake of 950 shares — an estimated $913K sold.

Athena Wealth Management first reported a position in BLK in Q4 2025 and held it in 2 quarters. The position peaked at $913K in Q1 2026. 553 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Athena Wealth Management reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Athena Wealth Management sold 950 Blackrock shares in Q2 2026, an estimated $913K.
  • Athena Wealth Management first reported a position in Blackrock in Q4 2025 and held it in 2 quarters.
  • Athena Wealth Management's Blackrock position peaked at $913K in Q1 2026.
  • 553 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.