Avior Wealth Management’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
$3.23M Sell
3,356
-81
-2% -$83.8K 0.08% 193
2026
Q1
$3.31M Sell
3,437
-50
-1% -$52.6K 0.09% 183
2025
Q4
$3.74M Sell
3,487
-75
-2% -$82K 0.12% 137
2025
Q3
$4.15M Sell
3,562
-19
-0.5% -$21.2K 0.13% 123
2025
Q2
$3.76M Buy
3,581
+351
+11% +$332K 0.13% 128
2025
Q1
$3.06M Sell
3,230
-430
-12% -$421K 0.12% 136
2024
Q4
$3.76M Sell
3,660
-734
-17% -$745K 0.14% 119
2024
Q3
$4.17M Sell
4,394
-195
-4% -$169K 0.17% 103
2024
Q2
$3.61M Sell
4,589
-19
-0.4% -$14.8K 0.16% 113
2024
Q1
$3.84M Buy
4,608
+507
+12% +$407K 0.18% 106
2023
Q4
$3.33M Sell
4,101
-11
-0.3% -$7.68K 0.2% 94
2023
Q3
$2.66M Sell
4,112
-76
-2% -$53.1K 0.18% 103
2023
Q2
$2.89M Buy
4,188
+130
+3% +$87.1K 0.19% 101
2023
Q1
$2.72M Sell
4,058
-68
-2% -$47.9K 0.19% 104
2022
Q4
$2.92M Sell
4,126
-18
-0.4% -$12K 0.22% 94
2022
Q3
$2.28M Sell
4,144
-54
-1% -$35.3K 0.19% 101
2022
Q2
$2.56M Buy
4,198
+2
+0% +$1.3K 0.26% 82
2022
Q1
$3.21M Buy
4,196
+127
+3% +$99.2K 0.28% 77
2021
Q4
$3.72M Sell
4,069
-33
-0.8% -$30.1K 0.31% 71
2021
Q3
$3.44M Sell
4,102
-217
-5% -$194K 0.28% 70
2021
Q2
$3.78M Sell
4,319
-141
-3% -$119K 0.38% 59
2021
Q1
$3.36M Sell
4,460
-14
-0.3% -$10.2K 0.36% 59
2020
Q4
$3.23M Sell
4,474
-92
-2% -$61K 0.4% 59
2020
Q3
$2.57M Buy
4,566
+519
+13% +$296K 0.37% 71
2020
Q2
$2.2M Sell
4,047
-54
-1% -$27.3K 0.34% 68
2020
Q1
$1.8M Buy
4,101
+640
+18% +$315K 0.36% 73
2019
Q4
$1.74M Buy
3,461
+120
+4% +$56.9K 0.28% 95
2019
Q3
$1.49M Sell
3,341
-125
-4% -$55.7K 0.26% 97
2019
Q2
$1.63M Buy
3,466
+349
+11% +$158K 0.29% 90
2019
Q1
$1.34M Buy
3,117
+159
+5% +$66.7K 0.28% 91
2018
Q4
$1.17M Sell
2,958
-296
-9% -$121K 0.28% 91
2018
Q3
$1.53M Buy
3,254
+3,056
+1,543% +$1.49M 0.33% 83
2018
Q2
$1.58M Sell
198
-3,252
-94% -$1.72M 0.36% 75
2018
Q1
$1.84M Sell
3,450
-239
-6% -$131K 0.43% 63
2017
Q4
$1.87M Sell
3,689
-66
-2% -$32.1K 0.42% 69
2017
Q3
$1.66M Buy
3,755
+106
+3% +$45.2K 0.54% 56
2017
Q2
$1.53M Sell
3,649
-111
-3% -$44.3K 0.62% 47
2017
Q1
$1.44M Sell
3,760
-118
-3% -$45.1K 0.48% 71
2016
Q4
$1.48M Buy
3,878
+12
+0.3% +$4.4K 0.55% 58
2016
Q3
$1.41M Buy
3,866
+349
+10% +$127K 0.55% 57
2016
Q2
$1.2M Sell
3,517
-39
-1% -$13.7K 0.51% 68
2016
Q1
$1.21M Buy
3,556
+167
+5% +$53K 0.54% 61
2015
Q4
$1.15M Buy
3,389
+165
+5% +$56.1K 0.63% 44
2015
Q3
$963K Buy
3,224
+3,174
+6,348% +$1.02M 0.56% 57
2015
Q2
$19K Hold
50
0.01% 208
2015
Q1
$19K Buy
+50
New +$18.1K 0.01% 200

Other funds holding BLK

Avior Wealth Management's BLK Position: Q2 2026 in Review

Avior Wealth Management reduced its Blackrock (BLK) stake by 2.4% in Q2 2026, selling an estimated $83.8K and leaving 3,356 shares worth $3.23M. The position accounts for 0.08% of the portfolio, ranked #193.

Avior Wealth Management first reported a position in BLK in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.17M in Q3 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Avior Wealth Management held 3,356 shares of Blackrock worth $3.23M as of Q2 2026.
  • Avior Wealth Management sold 81 Blackrock shares in Q2 2026, an estimated $83.8K.
  • Blackrock made up 0.08% of Avior Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Avior Wealth Management first reported a position in Blackrock in Q1 2015 and has held it in 46 quarters since.
  • Avior Wealth Management's Blackrock position peaked at $4.17M in Q3 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.