Atlas Legacy 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
$679K Sell
706
-61
-8% -$64.2K 0.12% 110
2025
Q4
$824K Buy
767
+116
+18% +$127K 0.14% 102
2025
Q3
$759K Buy
651
+45
+7% +$50.3K 0.15% 100
2025
Q2
$636K Hold
606
0.14% 102
2025
Q1
$574K Sell
606
-3
-0.5% -$2.94K 0.15% 94
2024
Q4
$624K Buy
+609
New +$618K 0.15% 89

Other funds holding BLK

Atlas Legacy Advisors's BLK Position: Q1 2026 in Review

Atlas Legacy Advisors reduced its Blackrock (BLK) stake by 8% in Q1 2026, selling an estimated $64.2K and leaving 706 shares worth $679K. The position accounts for 0.12% of the portfolio, ranked #110.

Atlas Legacy Advisors first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $824K in Q4 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Atlas Legacy Advisors held 706 shares of Blackrock worth $679K as of Q1 2026.
  • Atlas Legacy Advisors sold 61 Blackrock shares in Q1 2026, an estimated $64.2K.
  • Blackrock made up 0.12% of Atlas Legacy Advisors's portfolio in Q1 2026, its #110 holding.
  • Atlas Legacy Advisors first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Atlas Legacy Advisors's Blackrock position peaked at $824K in Q4 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.