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Elwood & Goetz Wealth Advisory Group’s Blackrock BLK Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$255K Buy
+265
New +$274K 0.04% 132
2026
Q1 		– Sell
-200
Closed -$214K – 139
2025
Q4 		$214K Buy
200
+25
+14% +$27.3K 0.04% 133
2025
Q3 		$204K Buy
+175
New +$196K 0.04% 132

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's BLK Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Blackrock (BLK) in Q2 2026: 265 shares worth $255K. The stake represents 0.04% of the portfolio and ranks #132 among its holdings. This is a return to the name: Elwood & Goetz Wealth Advisory Group previously reported a position in BLK as recently as Q4 2025.

Elwood & Goetz Wealth Advisory Group first reported a position in BLK in Q3 2025 and has held it in 3 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 265 shares of Blackrock worth $255K as of Q2 2026.
  • Blackrock was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
  • Blackrock made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #132 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Blackrock in Q3 2025 and has held it in 3 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.