Bellwether Advisors’s Blackrock BLK Stock Holding History

Bellwether 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	–	Sell	-242	Closed	-$233K	–	169
2026 Q1	$233K	Buy	242 +17	+8%	+$17.9K	0.04%	146
2025 Q4	$241K	Hold	225	–	–	0.04%	122
2025 Q3	$262K	Buy	225 +5	+2%	+$5.59K	0.04%	122
2025 Q2	$231K	Buy	220 +4	+2%	+$3.78K	0.04%	112
2025 Q1	$204K	Hold	216	–	–	0.04%	122
2024 Q4	$221K	Buy	+216	New	+$219K	0.04%	123
2023 Q2	–	Sell	-145	Closed	-$97.2K	–	130
2023 Q1	$97.2K	Sell	145 -1	-0.7%	-$704	0.03%	157
2022 Q4	$103K	Sell	146 -19	-12%	-$12.7K	0.03%	155
2022 Q3	$90K	Buy	165 +20	+14%	+$13.1K	0.03%	128
2022 Q2	$88K	Hold	145	–	–	0.03%	138
2022 Q1	$110K	Hold	145	–	–	0.03%	151
2021 Q4	$132K	Hold	145	–	–	0.04%	140
2021 Q3	$121K	Hold	145	–	–	0.04%	163
2021 Q2	$126K	Sell	145 -39	-21%	-$32.9K	0.04%	144
2021 Q1	$138K	Sell	184 -414	-69%	-$300K	0.05%	126
2020 Q4	$431K	Buy	+598	New	+$397K	0.19%	77

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellwether Advisors's BLK Position: Q2 2026 in Review

Bellwether Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 242 shares — an estimated $233K sold.

Bellwether Advisors first reported a position in BLK in Q4 2020 and held it in 16 quarters. The position peaked at $431K in Q4 2020. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Bellwether Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
Bellwether Advisors sold 242 Blackrock shares in Q2 2026, an estimated $233K.
Bellwether Advisors first reported a position in Blackrock in Q4 2020 and held it in 16 quarters.
Bellwether Advisors's Blackrock position peaked at $431K in Q4 2020.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.