Clearstead Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.25M | Buy |
5,461
+1,026
| +23% | +$1.06M | 0.05% | 237 |
|
|
2026
Q1 | $4.27M | Sell |
4,435
-67
| -1% | -$70.5K | 0.04% | 253 |
|
|
2025
Q4 | $4.82M | Buy |
4,502
+242
| +6% | +$265K | 0.06% | 207 |
|
|
2025
Q3 | $4.97M | Buy |
4,260
+314
| +8% | +$351K | 0.07% | 202 |
|
|
2025
Q2 | $4.14M | Buy |
3,946
+466
| +13% | +$441K | 0.06% | 213 |
|
|
2025
Q1 | $3.29M | Sell |
3,480
-265
| -7% | -$260K | 0.05% | 230 |
|
|
2024
Q4 | $3.84M | Sell |
3,745
-327
| -8% | -$332K | 0.06% | 209 |
|
|
2024
Q3 | $3.87M | Buy |
4,072
+382
| +10% | +$331K | 0.06% | 211 |
|
|
2024
Q2 | $2.91M | Buy |
3,690
+1,916
| +108% | +$1.49M | 0.05% | 234 |
|
|
2024
Q1 | $1.4M | Sell |
1,774
-101
| -5% | -$81.1K | 0.07% | 189 |
|
|
2023
Q4 | $1.52M | Sell |
1,875
-473
| -20% | -$330K | 0.08% | 172 |
|
|
2023
Q3 | $1.52M | Sell |
2,348
-2
| -0.1% | -$1.4K | 0.09% | 158 |
|
|
2023
Q2 | $1.62M | Sell |
2,350
-332
| -12% | -$222K | 0.1% | 159 |
|
|
2023
Q1 | $1.79M | Sell |
2,682
-17
| -0.6% | -$12K | 0.13% | 135 |
|
|
2022
Q4 | $1.91M | Buy |
2,699
+34
| +1% | +$22.7K | 0.15% | 125 |
|
|
2022
Q3 | $1.47M | Buy |
2,665
+68
| +3% | +$44.5K | 0.14% | 136 |
|
|
2022
Q2 | $1.58M | Buy |
2,597
+159
| +7% | +$104K | 0.12% | 136 |
|
|
2022
Q1 | $1.86M | Buy |
2,438
+227
| +10% | +$177K | 0.13% | 136 |
|
|
2021
Q4 | $2.02M | Buy |
2,211
+250
| +13% | +$228K | 0.14% | 122 |
|
|
2021
Q3 | $1.64M | Buy |
1,961
+130
| +7% | +$116K | 0.12% | 131 |
|
|
2021
Q2 | $1.6M | Buy |
1,831
+13
| +0.7% | +$11K | 0.12% | 127 |
|
|
2021
Q1 | $1.37M | Sell |
1,818
-78
| -4% | -$56.6K | 0.11% | 137 |
|
|
2020
Q4 | $1.37M | Buy |
1,896
+103
| +6% | +$68.3K | 0.12% | 130 |
|
|
2020
Q3 | $1.01M | Buy |
1,793
+95
| +6% | +$54.2K | 0.11% | 138 |
|
|
2020
Q2 | $924K | Sell |
1,698
-127
| -7% | -$64.1K | 0.11% | 140 |
|
|
2020
Q1 | $803K | Buy |
1,825
+103
| +6% | +$50.8K | 0.12% | 129 |
|
|
2019
Q4 | $866K | Buy |
1,722
+67
| +4% | +$31.8K | 0.11% | 135 |
|
|
2019
Q3 | $738K | Sell |
1,655
-11
| -0.7% | -$4.9K | 0.1% | 138 |
|
|
2019
Q2 | $782K | Sell |
1,666
-106
| -6% | -$47.9K | 0.1% | 131 |
|
|
2019
Q1 | $757K | Buy |
1,772
+298
| +20% | +$125K | 0.1% | 129 |
|
|
2018
Q4 | $579K | Buy |
1,474
+340
| +30% | +$139K | 0.09% | 146 |
|
|
2018
Q3 | $534K | Buy |
1,134
+16
| +1% | +$7.78K | 0.07% | 144 |
|
|
2018
Q2 | $558K | Buy |
1,118
+135
| +14% | +$71.3K | 0.08% | 135 |
|
|
2018
Q1 | $533K | Buy |
983
+148
| +18% | +$81.2K | 0.08% | 132 |
|
|
2017
Q4 | $429K | Buy |
835
+71
| +9% | +$34.5K | 0.06% | 151 |
|
|
2017
Q3 | $341K | Sell |
764
-29
| -4% | -$12.4K | 0.04% | 184 |
|
|
2017
Q2 | $335K | Buy |
793
+82
| +12% | +$32.7K | 0.05% | 173 |
|
|
2017
Q1 | $273K | Buy |
+711
| New | +$272K | 0.04% | 188 |
|
Other funds holding BLK
Clearstead Advisors's BLK Position: Q2 2026 in Review
Clearstead Advisors increased its Blackrock (BLK) stake by 23% in Q2 2026, buying an estimated $1.06M and bringing the position to 5,461 shares worth $5.25M. The position accounts for 0.05% of the portfolio, ranked #237.
Clearstead Advisors first reported a position in BLK in Q1 2017 and has held it in 38 quarters since. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Clearstead Advisors held 5,461 shares of Blackrock worth $5.25M as of Q2 2026.
- Clearstead Advisors bought 1,026 Blackrock shares in Q2 2026, an estimated $1.06M.
- Blackrock made up 0.05% of Clearstead Advisors's portfolio in Q2 2026, its #237 holding.
- Clearstead Advisors first reported a position in Blackrock in Q1 2017 and has held it in 38 quarters since.
- 2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.