Atria Investments’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 | $13.9M | Sell |
14,459
-822
| -5% | -$865K | 0.16% | 130 |
|
|
2025
Q4 | $16.4M | Buy |
15,281
+258
| +2% | +$282K | 0.19% | 110 |
|
|
2025
Q3 | $17.5M | Sell |
15,023
-302
| -2% | -$338K | 0.2% | 93 |
|
|
2025
Q2 | $16.1M | Buy |
15,325
+1,037
| +7% | +$981K | 0.19% | 109 |
|
|
2025
Q1 | $13.5M | Sell |
14,288
-541
| -4% | -$530K | 0.17% | 127 |
|
|
2024
Q4 | $15.2M | Buy |
+14,829
| New | +$15.1M | 0.19% | 109 |
|
|
2024
Q3 | – | Sell |
-16,141
| Closed | -$12.7M | – | 1910 |
|
|
2024
Q2 | $12.7M | Buy |
16,141
+2,396
| +17% | +$1.87M | 0.16% | 136 |
|
|
2024
Q1 | $11.5M | Sell |
13,745
-971
| -7% | -$780K | 0.16% | 151 |
|
|
2023
Q4 | $11.9M | Sell |
14,716
-405
| -3% | -$283K | 0.18% | 126 |
|
|
2023
Q3 | $9.78M | Sell |
15,121
-474
| -3% | -$331K | 0.17% | 134 |
|
|
2023
Q2 | $10.8M | Sell |
15,595
-473
| -3% | -$317K | 0.19% | 115 |
|
|
2023
Q1 | $10.8M | Sell |
16,068
-264
| -2% | -$186K | 0.2% | 108 |
|
|
2022
Q4 | $11.6M | Sell |
16,332
-1,262
| -7% | -$843K | 0.24% | 95 |
|
|
2022
Q3 | $9.68M | Sell |
17,594
-655
| -4% | -$429K | 0.21% | 108 |
|
|
2022
Q2 | $11.1M | Buy |
18,249
+529
| +3% | +$344K | 0.23% | 92 |
|
|
2022
Q1 | $13.5M | Buy |
17,720
+10
| +0.1% | +$7.81K | 0.24% | 88 |
|
|
2021
Q4 | $16.2M | Buy |
17,710
+1,305
| +8% | +$1.19M | 0.29% | 74 |
|
|
2021
Q3 | $13.8M | Buy |
16,405
+675
| +4% | +$605K | 0.25% | 88 |
|
|
2021
Q2 | $13.8M | Buy |
15,730
+1,602
| +11% | +$1.35M | 0.27% | 78 |
|
|
2021
Q1 | $10.7M | Buy |
14,128
+1,585
| +13% | +$1.15M | 0.24% | 99 |
|
|
2020
Q4 | $9.05M | Buy |
12,543
+1,900
| +18% | +$1.26M | 0.22% | 112 |
|
|
2020
Q3 | $6M | Sell |
10,643
-2,418
| -19% | -$1.38M | 0.18% | 131 |
|
|
2020
Q2 | $7.11M | Sell |
13,061
-416
| -3% | -$210K | 0.24% | 99 |
|
|
2020
Q1 | $5.93M | Sell |
13,477
-11,021
| -45% | -$5.43M | 0.46% | 52 |
|
|
2019
Q4 | $12.3M | Buy |
24,498
+8,789
| +56% | +$4.17M | 0.33% | 61 |
|
|
2019
Q3 | $7M | Buy |
15,709
+875
| +6% | +$390K | 0.25% | 87 |
|
|
2019
Q2 | $6.18M | Buy |
14,834
+2,303
| +18% | +$1.04M | 0.23% | 93 |
|
|
2019
Q1 | $5.36M | Buy |
12,531
+10,231
| +445% | +$4.29M | 0.23% | 90 |
|
|
2018
Q4 | $903K | Sell |
2,300
-2,068
| -47% | -$847K | 0.04% | 327 |
|
|
2018
Q3 | $2.06M | Sell |
4,368
-2,545
| -37% | -$1.24M | 0.08% | 223 |
|
|
2018
Q2 | $3.45M | Buy |
6,913
+982
| +17% | +$519K | 0.15% | 125 |
|
|
2018
Q1 | $3.21M | Buy |
5,931
+213
| +4% | +$117K | 0.16% | 126 |
|
|
2017
Q4 | $2.94M | Buy |
5,718
+477
| +9% | +$232K | 0.15% | 152 |
|
|
2017
Q3 | $2.34M | Buy |
5,241
+484
| +10% | +$207K | 0.13% | 175 |
|
|
2017
Q2 | $2.01M | Buy |
4,757
+602
| +14% | +$240K | 0.12% | 178 |
|
|
2017
Q1 | $1.59M | Buy |
4,155
+1,973
| +90% | +$755K | 0.1% | 204 |
|
|
2016
Q4 | $830K | Buy |
2,182
+252
| +13% | +$92.4K | 0.06% | 253 |
|
|
2016
Q3 | $700K | Buy |
1,930
+1,130
| +141% | +$411K | 0.06% | 252 |
|
|
2016
Q2 | $274K | Buy |
+800
| New | +$281K | 0.03% | 376 |
|
|
2016
Q1 | – | Sell |
-793
| Closed | -$244K | – | 441 |
|
|
2015
Q4 | $244K | Buy |
+793
| New | +$270K | 0.03% | 350 |
|
|
2015
Q3 | – | Sell |
-2,740
| Closed | -$948K | – | 348 |
|
|
2015
Q2 | $948K | Sell |
2,740
-253
| -8% | -$92.2K | 0.11% | 137 |
|
|
2015
Q1 | $1.09M | Buy |
2,993
+407
| +16% | +$148K | 0.12% | 130 |
|
|
2014
Q4 | $925K | Buy |
2,586
+226
| +10% | +$77.2K | 0.1% | 173 |
|
|
2014
Q3 | $775K | Buy |
2,360
+179
| +8% | +$57.6K | 0.08% | 220 |
|
|
2014
Q2 | $697K | Buy |
2,181
+281
| +15% | +$86.1K | 0.07% | 228 |
|
|
2014
Q1 | $598K | Sell |
1,900
-573
| -23% | -$175K | 0.06% | 257 |
|
|
2013
Q4 | $783K | Sell |
2,473
-281
| -10% | -$83.9K | 0.08% | 215 |
|
|
2013
Q3 | $745K | Buy |
2,754
+109
| +4% | +$29.6K | 0.08% | 220 |
|
|
2013
Q2 | $679K | Buy |
+2,645
| New | +$709K | 0.08% | 149 |
|
Other funds holding BLK
VCM
VPM
Atria Investments's BLK Position: Q1 2026 in Review
Atria Investments reduced its Blackrock (BLK) stake by 5.4% in Q1 2026, selling an estimated $865K and leaving 14,459 shares worth $13.9M. The position accounts for 0.16% of the portfolio, ranked #130.
Atria Investments first reported a position in BLK in Q2 2013 and has held it in 49 quarters since. The position peaked at $17.5M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Atria Investments held 14,459 shares of Blackrock worth $13.9M as of Q1 2026.
- Atria Investments sold 822 Blackrock shares in Q1 2026, an estimated $865K.
- Blackrock made up 0.16% of Atria Investments's portfolio in Q1 2026, its #130 holding.
- Atria Investments first reported a position in Blackrock in Q2 2013 and has held it in 49 quarters since.
- Atria Investments's Blackrock position peaked at $17.5M in Q3 2025.
- 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.