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
Q2
$769K Buy
786
+80
+11% +$82.7K 0.11% 115
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: Q2 2026 in Review

Atlas Legacy Advisors increased its Blackrock (BLK) stake by 11% in Q2 2026, buying an estimated $82.7K and bringing the position to 786 shares worth $769K. The position accounts for 0.11% of the portfolio, ranked #115.

Atlas Legacy Advisors first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $824K in Q4 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Atlas Legacy Advisors held 786 shares of Blackrock worth $769K as of Q2 2026.
  • Atlas Legacy Advisors bought 80 Blackrock shares in Q2 2026, an estimated $82.7K.
  • Blackrock made up 0.11% of Atlas Legacy Advisors's portfolio in Q2 2026, its #115 holding.
  • Atlas Legacy Advisors first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Atlas Legacy Advisors's Blackrock position peaked at $824K in Q4 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.