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Atwood & Palmer’s Blackrock BLK Stock Holding History

Atwood & Palmer’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 		$26.9K Buy
28
+8
+40% +$8.27K ﹤0.01% 301
2026
Q1 		$19.2K Sell
20
-10
-33% -$10.5K ﹤0.01% 324
2025
Q4 		$32.1K Hold
30
– – ﹤0.01% 274
2025
Q3 		$35K Hold
30
– – ﹤0.01% 276
2025
Q2 		$31.5K Sell
30
-15
-33% -$14.2K ﹤0.01% 272
2025
Q1 		$42.6K Buy
45
+10
+29% +$9.8K ﹤0.01% 233
2024
Q4 		$35.9K Buy
+35
New +$35.5K ﹤0.01% 243
2024
Q3 		– Sell
-18
Closed -$14.2K – 474
2024
Q2 		$14.2K Sell
18
-8
-31% -$6.24K ﹤0.01% 324
2024
Q1 		$21.7K Buy
26
+16
+160% +$12.9K ﹤0.01% 269
2023
Q4 		$8.12K Hold
10
– – ﹤0.01% 324
2023
Q3 		$6.46K Hold
10
– – ﹤0.01% 327
2023
Q2 		$6.91K Hold
10
– – ﹤0.01% 331
2023
Q1 		$6.69K Hold
10
– – ﹤0.01% 318
2022
Q4 		$7.09K Hold
10
– – ﹤0.01% 337
2022
Q3 		$6K Hold
10
– – ﹤0.01% 323
2022
Q2 		$6K Sell
10
-40
-80% -$26K ﹤0.01% 349
2022
Q1 		$38K Hold
50
– – ﹤0.01% 252
2021
Q4 		$46K Buy
50
+10
+25% +$9.13K ﹤0.01% 237
2021
Q3 		$34K Hold
40
– – ﹤0.01% 254
2021
Q2 		$35K Sell
40
-29
-42% -$24.5K ﹤0.01% 248
2021
Q1 		$52K Buy
+69
New +$50.1K 0.01% 219
2020
Q2 		– Sell
-10
Closed -$4K – 315
2020
Q1 		$4K Buy
+10
New +$4.93K ﹤0.01% 279
2018
Q3 		– Sell
-7
Closed -$3K – 314
2018
Q2 		$3K Buy
+7
New +$3.7K ﹤0.01% 283

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Atwood & Palmer's BLK Position: Q2 2026 in Review

Atwood & Palmer increased its Blackrock (BLK) stake by 40% in Q2 2026, buying an estimated $8.27K and bringing the position to 28 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Atwood & Palmer first reported a position in BLK in Q2 2018 and has held it in 23 quarters since. The position peaked at $52K in Q1 2021. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Atwood & Palmer held 28 shares of Blackrock worth $26.9K as of Q2 2026.
  • Atwood & Palmer bought 8 Blackrock shares in Q2 2026, an estimated $8.27K.
  • Blackrock made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #301 holding.
  • Atwood & Palmer first reported a position in Blackrock in Q2 2018 and has held it in 23 quarters since.
  • Atwood & Palmer's Blackrock position peaked at $52K in Q1 2021.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.