Brady Martz Wealth Solutions’s Blackrock BLK Stock Holding History

Brady Martz Wealth Solutions’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	$1.17M	Buy	1,212 +1	+0.1%	+$1.03K	0.18%	91
2026 Q1	$1.16M	Sell	1,211 -49	-4%	-$51.6K	0.2%	87
2025 Q4	$1.35M	Sell	1,260 -650	-34%	-$711K	0.24%	77
2025 Q3	$2.23M	Buy	1,910 +4	+0.2%	+$4.47K	0.4%	53
2025 Q2	$2M	Sell	1,906 -1	-0.1%	-$946	0.39%	57
2025 Q1	$1.81M	Sell	1,907 -3	-0.2%	-$2.94K	0.41%	56
2024 Q4	$1.84M	Buy	+1,910	New	+$1.94M	0.44%	55

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Brady Martz Wealth Solutions's BLK Position: Q2 2026 in Review

Brady Martz Wealth Solutions increased its Blackrock (BLK) stake by 0.08% in Q2 2026, buying an estimated $1.03K and bringing the position to 1,212 shares worth $1.17M. The position accounts for 0.18% of the portfolio, ranked #91.

Brady Martz Wealth Solutions first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q3 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Brady Martz Wealth Solutions held 1,212 shares of Blackrock worth $1.17M as of Q2 2026.
Brady Martz Wealth Solutions bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
Blackrock made up 0.18% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #91 holding.
Brady Martz Wealth Solutions first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
Brady Martz Wealth Solutions's Blackrock position peaked at $2.23M in Q3 2025.
711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.