AWE
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Avidian Wealth Enterprises’s Blackrock BLK Stock Holding History

Avidian Wealth Enterprises’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 		$4.42M Sell
4,181
-12
-0.3% -$13.1K 0.12% 117
2026
Q2 		$4.03M Sell
4,193
-113
-3% -$117K 0.11% 128
2026
Q1 		$4.14M Buy
4,306
+3,402
+376% +$3.58M 0.13% 113
2025
Q4 		$967K Buy
904
+22
+2% +$24.1K 0.04% 233
2025
Q3 		$1.03M Buy
882
+50
+6% +$55.9K 0.04% 217
2025
Q2 		$873K Buy
832
+14
+2% +$13.2K 0.04% 224
2025
Q1 		$774K Buy
818
+23
+3% +$22.5K 0.03% 228
2024
Q4 		$815K Sell
795
-268
-25% -$272K 0.04% 219
2024
Q3 		$1.01M Buy
1,063
+355
+50% +$307K 0.05% 190
2024
Q2 		$558K Sell
708
-134
-16% -$105K 0.02% 269
2024
Q1 		$702K Buy
842
+49
+6% +$39.4K 0.03% 211
2023
Q4 		$644K Buy
793
+3
+0.4% +$2.09K 0.04% 221
2023
Q3 		$511K Sell
790
-51
-6% -$35.6K 0.04% 250
2023
Q2 		$581K Sell
841
-215
-20% -$144K 0.04% 246
2023
Q1 		$707K Sell
1,056
-519
-33% -$366K 0.04% 240
2022
Q4 		$1.12M Buy
1,575
+383
+32% +$256K 0.07% 160
2022
Q3 		$656K Sell
1,192
-4
-0.3% -$2.62K 0.05% 198
2022
Q2 		$729K Buy
1,196
+59
+5% +$38.4K 0.05% 208
2022
Q1 		$869K Buy
1,137
+56
+5% +$43.8K 0.05% 215
2021
Q4 		$990K Buy
1,081
+341
+46% +$311K 0.06% 191
2021
Q3 		$621K Buy
740
+76
+11% +$68.1K 0.05% 189
2021
Q2 		$581K Sell
664
-36
-5% -$30.4K 0.04% 192
2021
Q1 		$528K Sell
700
-2
-0.3% -$1.45K 0.05% 203
2020
Q4 		$507K Buy
702
+27
+4% +$17.9K 0.05% 183
2020
Q3 		$380K Sell
675
-4
-0.6% -$2.28K 0.04% 189
2020
Q2 		$370K Buy
679
+77
+13% +$38.9K 0.05% 164
2020
Q1 		$265K Buy
602
+3
+0.5% +$1.48K 0.04% 155
2019
Q4 		$301K Buy
+599
New +$284K 0.04% 178
2018
Q4 		– Sell
-487
Closed -$230K – 94
2018
Q3 		$230K Buy
+487
New +$237K 0.07% 96

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

Avidian Wealth Enterprises's BLK Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Blackrock (BLK) stake by 0.29% in Q3 2026, selling an estimated $13.1K and leaving 4,181 shares worth $4.42M. The position accounts for 0.12% of the portfolio, ranked #117.

Avidian Wealth Enterprises first reported a position in BLK in Q3 2018 and has held it in 29 quarters since. 110 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Avidian Wealth Enterprises held 4,181 shares of Blackrock worth $4.42M as of Q3 2026.
  • Avidian Wealth Enterprises sold 12 Blackrock shares in Q3 2026, an estimated $13.1K.
  • Blackrock made up 0.12% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #117 holding.
  • Avidian Wealth Enterprises first reported a position in Blackrock in Q3 2018 and has held it in 29 quarters since.
  • 110 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.