AAS
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Avantax Advisory Services’s Blackrock BLK Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$16.5M Buy
15,744
+628
+4% +$594K 0.09% 174
2025
Q1 		$14.3M Buy
15,116
+369
+3% +$362K 0.09% 175
2024
Q4 		$15.1M Buy
14,747
+758
+5% +$769K 0.09% 159
2024
Q3 		$13.3M Buy
13,989
+410
+3% +$355K 0.09% 174
2024
Q2 		$10.7M Buy
13,579
+8,843
+187% +$6.9M 0.08% 193
2024
Q1 		$3.95M Sell
4,736
-301
-6% -$242K 0.04% 361
2023
Q4 		$4.09M Buy
5,037
+97
+2% +$67.7K 0.04% 317
2023
Q3 		$3.19M Buy
4,940
+262
+6% +$183K 0.04% 346
2023
Q2 		$3.23M Sell
4,678
-128
-3% -$85.7K 0.04% 339
2023
Q1 		$3.22M Buy
4,806
+157
+3% +$111K 0.04% 334
2022
Q4 		$3.29M Sell
4,649
-278
-6% -$186K 0.04% 309
2022
Q3 		$2.71M Buy
4,927
+628
+15% +$411K 0.04% 316
2022
Q2 		$2.62M Buy
4,299
+1,516
+54% +$987K 0.04% 323
2022
Q1 		$2.13M Buy
2,783
+76
+3% +$59.4K 0.03% 361
2021
Q4 		$2.48M Buy
2,707
+274
+11% +$250K 0.04% 324
2021
Q3 		$2.05M Buy
2,433
+216
+10% +$194K 0.03% 329
2021
Q2 		$1.94M Buy
2,217
+445
+25% +$376K 0.04% 330
2021
Q1 		$1.35M Buy
1,772
+51
+3% +$37K 0.03% 378
2020
Q4 		$1.25M Sell
1,721
-4,899
-74% -$3.25M 0.03% 356
2020
Q3 		$3.73M Buy
6,620
+5,014
+312% +$2.86M 0.06% 245
2020
Q2 		$875K Buy
1,606
+35
+2% +$17.7K 0.03% 371
2020
Q1 		$692K Buy
1,571
+54
+4% +$26.6K 0.02% 362
2019
Q4 		$777K Buy
1,517
+436
+40% +$207K 0.02% 388
2019
Q3 		$480K Sell
1,081
-478
-31% -$213K 0.02% 325
2019
Q2 		$732K Buy
1,559
+45
+3% +$20.4K 0.03% 235
2019
Q1 		$647K Sell
1,514
-234
-13% -$98.2K 0.03% 242
2018
Q4 		$688K Buy
+1,748
New +$716K 0.12% 176

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's BLK Position: Q2 2025 in Review

Avantax Advisory Services increased its Blackrock (BLK) stake by 4.2% in Q2 2025, buying an estimated $594K and bringing the position to 15,744 shares worth $16.5M. The position accounts for 0.09% of the portfolio, ranked #174.

Avantax Advisory Services first reported a position in BLK in Q4 2018 and has held it in 27 quarters since. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • Avantax Advisory Services held 15,744 shares of Blackrock worth $16.5M as of Q2 2025.
  • Avantax Advisory Services bought 628 Blackrock shares in Q2 2025, an estimated $594K.
  • Blackrock made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #174 holding.
  • Avantax Advisory Services first reported a position in Blackrock in Q4 2018 and has held it in 27 quarters since.
  • 2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.