Consilio Wealth Advisors’s Blackrock BLK Stock Holding History

Consilio 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	–	Sell	-210	Closed	-$202K	–	111
2026 Q1	$202K	Buy	210 +5	+2%	+$5.26K	0.06%	99
2025 Q4	$219K	Hold	205	–	–	0.06%	92
2025 Q3	$239K	Buy	205 +4	+2%	+$4.47K	0.08%	83
2025 Q2	$211K	Buy	+201	New	+$190K	0.08%	85
2025 Q1	–	Sell	-207	Closed	-$212K	–	77
2024 Q4	$212K	Buy	+207	New	+$210K	0.09%	64

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

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

Consilio Wealth Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 210 shares — an estimated $202K sold.

Consilio Wealth Advisors first reported a position in BLK in Q4 2024 and held it in 5 quarters. The position peaked at $239K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Consilio Wealth Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
Consilio Wealth Advisors sold 210 Blackrock shares in Q2 2026, an estimated $202K.
Consilio Wealth Advisors first reported a position in Blackrock in Q4 2024 and held it in 5 quarters.
Consilio Wealth Advisors's Blackrock position peaked at $239K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.