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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Avidian Wealth Enterprises's BLK Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Blackrock (BLK) stake by 2.6% in Q2 2026, selling an estimated $117K and leaving 4,193 shares worth $4.03M. The position accounts for 0.11% of the portfolio, ranked #128.

Avidian Wealth Enterprises first reported a position in BLK in Q3 2018 and has held it in 28 quarters since. The position peaked at $4.14M in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Avidian Wealth Enterprises held 4,193 shares of Blackrock worth $4.03M as of Q2 2026.
  • Avidian Wealth Enterprises sold 113 Blackrock shares in Q2 2026, an estimated $117K.
  • Blackrock made up 0.11% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #128 holding.
  • Avidian Wealth Enterprises first reported a position in Blackrock in Q3 2018 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Blackrock position peaked at $4.14M in Q1 2026.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.