EFG
BLK icon

Everhart Financial Group’s Blackrock BLK Stock Holding History

Everhart Financial 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 		$1.18M Sell
1,227
-321
-21% -$332K 0.08% 143
2026
Q1 		$1.49M Buy
1,548
+317
+26% +$334K 0.13% 112
2025
Q4 		$1.32M Sell
1,231
-54
-4% -$59K 0.12% 111
2025
Q3 		$1.5M Buy
1,285
+279
+28% +$312K 0.15% 87
2025
Q2 		$1.06M Buy
1,006
+160
+19% +$151K 0.12% 115
2025
Q1 		$801K Buy
846
+649
+329% +$636K 0.11% 137
2024
Q4 		$202K Sell
197
-523
-73% -$531K 0.04% 305
2024
Q3 		$684K Buy
720
+120
+20% +$104K 0.15% 152
2024
Q2 		$472K Buy
600
+107
+22% +$83.5K 0.12% 166
2024
Q1 		$411K Buy
493
+43
+10% +$34.5K 0.12% 175
2023
Q4 		$365K Buy
450
+14
+3% +$9.77K 0.13% 148
2023
Q3 		$282K Buy
436
+33
+8% +$23.1K 0.12% 160
2023
Q2 		$279K Buy
403
+7
+2% +$4.69K 0.12% 169
2023
Q1 		$265K Buy
396
+4
+1% +$2.82K 0.12% 156
2022
Q4 		$278K Sell
392
-300
-43% -$200K 0.14% 131
2022
Q3 		$381K Hold
692
– – 0.21% 96
2022
Q2 		$422K Buy
+692
New +$451K 0.26% 89

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Everhart Financial Group's BLK Position: Q2 2026 in Review

Everhart Financial Group reduced its Blackrock (BLK) stake by 21% in Q2 2026, selling an estimated $332K and leaving 1,227 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #143.

Everhart Financial Group first reported a position in BLK in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.5M in Q3 2025. 430 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Everhart Financial Group held 1,227 shares of Blackrock worth $1.18M as of Q2 2026.
  • Everhart Financial Group sold 321 Blackrock shares in Q2 2026, an estimated $332K.
  • Blackrock made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #143 holding.
  • Everhart Financial Group first reported a position in Blackrock in Q2 2022 and has held it in 17 quarters since.
  • Everhart Financial Group's Blackrock position peaked at $1.5M in Q3 2025.
  • 430 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.