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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
Q3 		$29.6K Hold
28
– – ﹤0.01% 314
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Atwood & Palmer's BLK Position: Q3 2026 in Review

Atwood & Palmer held its Blackrock (BLK) position steady in Q3 2026 at 28 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Atwood & Palmer first reported a position in BLK in Q2 2018 and has held it in 24 quarters since. The position peaked at $52K in Q1 2021. 101 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Atwood & Palmer held 28 shares of Blackrock worth $29.6K as of Q3 2026.
  • Atwood & Palmer left its Blackrock share count unchanged in Q3 2026.
  • Blackrock made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #314 holding.
  • Atwood & Palmer first reported a position in Blackrock in Q2 2018 and has held it in 24 quarters since.
  • Atwood & Palmer's Blackrock position peaked at $52K in Q1 2021.
  • 101 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.