Covenant Asset Management’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
$2.57M Sell
2,668
-42
-2% -$43.4K 0.43% 55
2026
Q1
$2.61M Sell
2,710
-2
-0.1% -$2.1K 0.39% 66
2025
Q4
$2.9M Hold
2,712
0.34% 60
2025
Q3
$3.16M Hold
2,712
0.36% 57
2025
Q2
$2.85M Sell
2,712
-26
-0.9% -$24.6K 0.42% 53
2025
Q1
$2.59M Buy
2,738
+7
+0.3% +$6.86K 0.57% 52
2024
Q4
$2.8M Sell
2,731
-56
-2% -$56.8K 0.43% 60
2024
Q3
$2.65M Sell
2,787
-62
-2% -$53.7K 0.42% 61
2024
Q2
$2.24M Hold
2,849
0.36% 61
2024
Q1
$2.38M Buy
2,849
+95
+3% +$76.3K 0.39% 58
2023
Q4
$2.24M Sell
2,754
-4
-0.1% -$2.79K 0.4% 61
2023
Q3
$1.78M Buy
2,758
+9
+0.3% +$6.29K 0.47% 62
2023
Q2
$1.9M Buy
2,749
+46
+2% +$30.8K 0.48% 63
2023
Q1
$1.81M Sell
2,703
-39
-1% -$27.5K 0.43% 73
2022
Q4
$1.94M Buy
2,742
+22
+0.8% +$14.7K 0.46% 67
2022
Q3
$1.5M Sell
2,720
-19
-0.7% -$12.4K 0.43% 69
2022
Q2
$1.67M Sell
2,739
-37
-1% -$24.1K 0.53% 61
2022
Q1
$2.12M Sell
2,776
-12
-0.4% -$9.38K 0.57% 53
2021
Q4
$2.55M Buy
2,788
+47
+2% +$42.9K 0.68% 45
2021
Q3
$2.3M Buy
2,741
+7
+0.3% +$6.27K 0.68% 46
2021
Q2
$2.39M Hold
2,734
0.71% 45
2021
Q1
$2.06M Buy
2,734
+213
+8% +$155K 0.64% 52
2020
Q4
$1.82M Hold
2,521
0.6% 52
2020
Q3
$1.42M Sell
2,521
-35
-1% -$20K 0.46% 59
2020
Q2
$1.39M Buy
2,556
+1,051
+70% +$531K 0.31% 64
2020
Q1
$662K Buy
1,505
+75
+5% +$37K 0.2% 86
2019
Q4
$719K Hold
1,430
0.31% 80
2019
Q3
$637K Hold
1,430
0.32% 79
2019
Q2
$671K Sell
1,430
-50
-3% -$22.6K 0.35% 78
2019
Q1
$633K Hold
1,480
0.33% 85
2018
Q4
$698K Hold
1,480
0.35% 81
2018
Q3
$698K Sell
1,480
-39
-3% -$19K 0.35% 81
2018
Q2
$758K Hold
1,519
0.41% 76
2018
Q1
$823K Hold
1,519
0.48% 72
2017
Q4
$780K Sell
1,519
-35
-2% -$17K 0.45% 78
2017
Q3
$695K Buy
1,554
+8
+0.5% +$3.42K 0.42% 81
2017
Q2
$653K Hold
1,546
0.42% 85
2017
Q1
$593K Sell
1,546
-85
-5% -$32.5K 0.4% 84
2016
Q4
$621K Buy
+1,631
New +$598K 0.42% 77

Other funds holding BLK

Covenant Asset Management's BLK Position: Q2 2026 in Review

Covenant Asset Management reduced its Blackrock (BLK) stake by 1.5% in Q2 2026, selling an estimated $43.4K and leaving 2,668 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #55.

Covenant Asset Management first reported a position in BLK in Q4 2016 and has held it in 39 quarters since. The position peaked at $3.16M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Covenant Asset Management held 2,668 shares of Blackrock worth $2.57M as of Q2 2026.
  • Covenant Asset Management sold 42 Blackrock shares in Q2 2026, an estimated $43.4K.
  • Blackrock made up 0.43% of Covenant Asset Management's portfolio in Q2 2026, its #55 holding.
  • Covenant Asset Management first reported a position in Blackrock in Q4 2016 and has held it in 39 quarters since.
  • Covenant Asset Management's Blackrock position peaked at $3.16M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Covenant Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.