Aventura Private Wealth’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
$460K Buy
478
+58
+14% +$60K 0.14% 100
2026
Q1
$404K Sell
420
-97
-19% -$102K 0.15% 111
2025
Q4
$554K Sell
517
-8
-2% -$8.75K 0.2% 88
2025
Q3
$612K Hold
525
0.23% 83
2025
Q2
$551K Hold
525
0.24% 82
2025
Q1
$497K Buy
525
+25
+5% +$24.5K 0.26% 77
2024
Q4
$513K Buy
+500
New +$507K 0.28% 73

Other funds holding BLK

Aventura Private Wealth's BLK Position: Q2 2026 in Review

Aventura Private Wealth increased its Blackrock (BLK) stake by 14% in Q2 2026, buying an estimated $60K and bringing the position to 478 shares worth $460K. The position accounts for 0.14% of the portfolio, ranked #100.

Aventura Private Wealth first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $612K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Aventura Private Wealth held 478 shares of Blackrock worth $460K as of Q2 2026.
  • Aventura Private Wealth bought 58 Blackrock shares in Q2 2026, an estimated $60K.
  • Blackrock made up 0.14% of Aventura Private Wealth's portfolio in Q2 2026, its #100 holding.
  • Aventura Private Wealth first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Blackrock position peaked at $612K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.