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Bell Investment Advisors’s Blackrock BLK Stock Holding History

Bell Investment Advisors’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 		$120K Sell
125
-3
-2% -$3.1K 0.02% 166
2026
Q1 		$123K Buy
128
+15
+13% +$15.8K 0.02% 153
2025
Q4 		$121K Buy
113
+1
+0.9% +$1.09K 0.02% 158
2025
Q3 		$131K Sell
112
-4
-3% -$4.47K 0.02% 143
2025
Q2 		$122K Buy
116
+2
+2% +$1.89K 0.02% 147
2025
Q1 		$108K Buy
114
+1
+0.9% +$980 0.02% 136
2024
Q4 		$116K Sell
113
-2
-2% -$2.03K 0.02% 134
2024
Q3 		$109K Buy
115
+3
+3% +$2.6K 0.02% 142
2024
Q2 		$88.2K Buy
112
+6
+6% +$4.68K 0.02% 151
2024
Q1 		$88.4K Buy
106
+1
+1% +$803 0.02% 148
2023
Q4 		$85.2K Buy
105
+8
+8% +$5.58K 0.02% 148
2023
Q3 		$62.7K Sell
97
-5
-5% -$3.49K 0.01% 163
2023
Q2 		$70.5K Sell
102
-4
-4% -$2.68K 0.02% 141
2023
Q1 		$70.9K Sell
106
-15
-12% -$10.6K 0.02% 133
2022
Q4 		$85.7K Sell
121
-5
-4% -$3.34K 0.02% 117
2022
Q3 		$69K Sell
126
-52
-29% -$34K 0.02% 100
2022
Q2 		$108K Buy
+178
New +$116K 0.03% 88
2021
Q4 		$95K Sell
104
-10
-9% -$9.13K 0.03% 105
2021
Q3 		$96K Buy
+114
New +$102K 0.03% 98

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

Bell Investment Advisors's BLK Position: Q2 2026 in Review

Bell Investment Advisors reduced its Blackrock (BLK) stake by 2.3% in Q2 2026, selling an estimated $3.1K and leaving 125 shares worth $120K. The position accounts for 0.02% of the portfolio, ranked #166.

Bell Investment Advisors first reported a position in BLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $131K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Bell Investment Advisors held 125 shares of Blackrock worth $120K as of Q2 2026.
  • Bell Investment Advisors sold 3 Blackrock shares in Q2 2026, an estimated $3.1K.
  • Blackrock made up 0.02% of Bell Investment Advisors's portfolio in Q2 2026, its #166 holding.
  • Bell Investment Advisors first reported a position in Blackrock in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Blackrock position peaked at $131K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.