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Bestgate Wealth Advisors’s Blackrock BLK Stock Holding History

Bestgate Wealth 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 		$242K Hold
252
– – 0.39% 43
2026
Q1 		$242K Sell
252
-7
-3% -$7.37K 0.44% 45
2025
Q4 		$277K Sell
259
-12
-4% -$13.1K 0.49% 41
2025
Q3 		$316K Buy
271
+12
+5% +$13.4K 0.56% 41
2025
Q2 		$245K Hold
259
– – 0.51% 46
2025
Q1 		$245K Hold
259
– – 0.51% 46
2024
Q4 		$265K Buy
+259
New +$263K 0.53% 44

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 $3.38T AUM 44.17% 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

Bestgate Wealth Advisors's BLK Position: Q2 2026 in Review

Bestgate Wealth Advisors held its Blackrock (BLK) position steady in Q2 2026 at 252 shares worth $242K. The position accounts for 0.39% of the portfolio, ranked #43.

Bestgate Wealth Advisors first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $316K in Q3 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Bestgate Wealth Advisors held 252 shares of Blackrock worth $242K as of Q2 2026.
  • Bestgate Wealth Advisors left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.39% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Bestgate Wealth Advisors first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Bestgate Wealth Advisors's Blackrock position peaked at $316K in Q3 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.