Avantax Planning Partners’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 | $1.45M | Sell |
1,507
-177
| -11% | -$183K | 0.04% | 166 |
|
|
2026
Q1 | $1.62M | Sell |
1,684
-4,164
| -71% | -$4.38M | 0.04% | 149 |
|
|
2025
Q4 | $6.26M | Buy |
5,848
+22
| +0.4% | +$24.1K | 0.18% | 84 |
|
|
2025
Q3 | $6.79M | Sell |
5,826
-283
| -5% | -$316K | 0.19% | 80 |
|
|
2025
Q2 | $6.41M | Buy |
6,109
+86
| +1% | +$81.3K | 0.2% | 79 |
|
|
2025
Q1 | $5.7M | Buy |
6,023
+14
| +0.2% | +$13.7K | 0.2% | 81 |
|
|
2024
Q4 | $6.16M | Buy |
6,009
+25
| +0.4% | +$25.4K | 0.22% | 73 |
|
|
2024
Q3 | $5.68M | Sell |
5,984
-2,277
| -28% | -$1.97M | 0.2% | 78 |
|
|
2024
Q2 | $6.5M | Buy |
8,261
+210
| +3% | +$164K | 0.21% | 77 |
|
|
2024
Q1 | $6.71M | Buy |
8,051
+3,515
| +77% | +$2.82M | 0.22% | 74 |
|
|
2023
Q4 | $3.68M | Sell |
4,536
-205
| -4% | -$143K | 0.14% | 79 |
|
|
2023
Q3 | $3.07M | Sell |
4,741
-76
| -2% | -$53.1K | 0.13% | 82 |
|
|
2023
Q2 | $3.33M | Sell |
4,817
-130
| -3% | -$87.1K | 0.13% | 78 |
|
|
2023
Q1 | $3.31M | Sell |
4,947
-2,193
| -31% | -$1.54M | 0.13% | 78 |
|
|
2022
Q4 | $5.06M | Sell |
7,140
-25
| -0.3% | -$16.7K | 0.2% | 62 |
|
|
2022
Q3 | $3.94M | Buy |
7,165
+297
| +4% | +$194K | 0.18% | 66 |
|
|
2022
Q2 | $4.18M | Buy |
6,868
+1,869
| +37% | +$1.22M | 0.18% | 67 |
|
|
2022
Q1 | $3.82M | Buy |
4,999
+480
| +11% | +$375K | 0.15% | 71 |
|
|
2021
Q4 | $4.14M | Buy |
4,519
+209
| +5% | +$191K | 0.17% | 55 |
|
|
2021
Q3 | $3.62M | Buy |
4,310
+64
| +2% | +$57.4K | 0.17% | 52 |
|
|
2021
Q2 | $3.71M | Buy |
4,246
+919
| +28% | +$776K | 0.17% | 47 |
|
|
2021
Q1 | $2.51M | Sell |
3,327
-316
| -9% | -$229K | 0.13% | 70 |
|
|
2020
Q4 | $2.63M | Sell |
3,643
-319
| -8% | -$212K | 0.14% | 61 |
|
|
2020
Q3 | $2.23M | Sell |
3,962
-24
| -0.6% | -$13.7K | 0.12% | 75 |
|
|
2020
Q2 | $2.17M | Buy |
3,986
+441
| +12% | +$223K | 0.12% | 69 |
|
|
2020
Q1 | $1.56M | Buy |
+3,545
| New | +$1.75M | 0.11% | 74 |
|
|
2018
Q4 | – | Sell |
-153
| Closed | -$72K | – | 392 |
|
|
2018
Q3 | $72K | Buy |
+153
| New | +$74.4K | 0.01% | 408 |
|
|
2018
Q2 | – | Sell |
-348
| Closed | -$189K | – | 390 |
|
|
2018
Q1 | $189K | Buy |
+348
| New | +$191K | 0.02% | 302 |
|
|
2017
Q4 | – | Sell |
-496
| Closed | -$222K | – | 314 |
|
|
2017
Q3 | $222K | Buy |
+496
| New | +$212K | 0.02% | 343 |
|
Other funds holding BLK
Avantax Planning Partners's BLK Position: Q2 2026 in Review
Avantax Planning Partners reduced its Blackrock (BLK) stake by 11% in Q2 2026, selling an estimated $183K and leaving 1,507 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #166.
Avantax Planning Partners first reported a position in BLK in Q3 2017 and has held it in 29 quarters since. The position peaked at $6.79M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Avantax Planning Partners held 1,507 shares of Blackrock worth $1.45M as of Q2 2026.
- Avantax Planning Partners sold 177 Blackrock shares in Q2 2026, an estimated $183K.
- Blackrock made up 0.04% of Avantax Planning Partners's portfolio in Q2 2026, its #166 holding.
- Avantax Planning Partners first reported a position in Blackrock in Q3 2017 and has held it in 29 quarters since.
- Avantax Planning Partners's Blackrock position peaked at $6.79M in Q3 2025.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.