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Blue Zone Wealth Advisors’s Blackrock BLK Stock Holding History

Blue Zone 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
Q1 		– Sell
-5,272
Closed -$5.64M – 131
2025
Q4 		$5.64M Buy
5,272
+5
+0.1% +$5.47K 1.08% 37
2025
Q3 		$6.14M Buy
5,267
+20
+0.4% +$22.4K 1.23% 34
2025
Q2 		$5.51M Buy
5,247
+348
+7% +$329K 1.38% 35
2025
Q1 		$4.64M Buy
4,899
+504
+11% +$494K 1.29% 38
2024
Q4 		$4.51M Buy
+4,395
New +$4.46M 1.3% 31
2024
Q3 		– Sell
-4,234
Closed -$3.33M – 100
2024
Q2 		$3.33M Buy
4,234
+118
+3% +$92.1K 1.15% 43
2024
Q1 		$3.43M Buy
4,116
+1,575
+62% +$1.27M 1.18% 42
2023
Q4 		$2.06M Buy
2,541
+149
+6% +$104K 0.82% 47
2023
Q3 		$1.55M Buy
2,392
+6
+0.3% +$4.19K 0.68% 50
2023
Q2 		$1.65M Buy
2,386
+71
+3% +$47.6K 0.76% 46
2023
Q1 		$1.55M Sell
2,315
-1,680
-42% -$1.18M 0.83% 41
2022
Q4 		$2.83M Buy
3,995
+54
+1% +$36.1K 1.51% 26
2022
Q3 		$2.17M Buy
3,941
+43
+1% +$28.1K 1.12% 34
2022
Q2 		$2.37M Buy
3,898
+1,054
+37% +$686K 1.08% 38
2022
Q1 		$2.17M Buy
2,844
+3
+0.1% +$2.34K 0.81% 48
2021
Q4 		$2.6M Buy
2,841
+1
+0% +$913 0.86% 46
2021
Q3 		$2.38M Buy
2,840
+3
+0.1% +$2.69K 0.83% 52
2021
Q2 		$2.48M Sell
2,837
-4
-0.1% -$3.38K 0.93% 47
2021
Q1 		$2.14M Sell
2,841
-11
-0.4% -$7.98K 0.91% 42
2020
Q4 		$2.06M Buy
2,852
+32
+1% +$21.2K 0.99% 36
2020
Q3 		$1.59M Buy
+2,820
New +$1.61M 0.9% 32

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Zone Wealth Advisors's BLK Position: Q1 2026 in Review

Blue Zone Wealth Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 5,272 shares — an estimated $5.64M sold.

Blue Zone Wealth Advisors first reported a position in BLK in Q3 2020 and held it in 21 quarters. The position peaked at $6.14M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Blue Zone Wealth Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 5,272 Blackrock shares in Q1 2026, an estimated $5.64M.
  • Blue Zone Wealth Advisors first reported a position in Blackrock in Q3 2020 and held it in 21 quarters.
  • Blue Zone Wealth Advisors's Blackrock position peaked at $6.14M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.