EWA
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EverSource Wealth Advisors’s Blackrock BLK Stock Holding History

EverSource 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 		$1.11M Sell
1,156
-170
-13% -$176K 0.04% 331
2026
Q1 		$1.27M Buy
1,326
+463
+54% +$487K 0.04% 327
2025
Q4 		$924K Buy
863
+98
+13% +$107K 0.03% 358
2025
Q3 		$892K Sell
765
-103
-12% -$115K 0.04% 339
2025
Q2 		$911K Buy
868
+155
+22% +$147K 0.04% 300
2025
Q1 		$675K Sell
713
-33
-4% -$32.3K 0.04% 323
2024
Q4 		$765K Buy
746
+257
+53% +$261K 0.04% 286
2024
Q3 		$464K Buy
489
+7
+1% +$6.06K 0.03% 346
2024
Q2 		$422K Buy
482
+24
+5% +$18.7K 0.03% 352
2024
Q1 		$345K Sell
458
-6
-1% -$4.82K 0.03% 348
2023
Q4 		$376K Buy
464
+50
+12% +$34.9K 0.03% 292
2023
Q3 		$268K Sell
414
-29
-7% -$20.3K 0.03% 339
2023
Q2 		$306K Buy
443
+1
+0.2% +$670 0.03% 307
2023
Q1 		$296K Sell
442
-90
-17% -$63.4K 0.04% 305
2022
Q4 		$377K Sell
532
-272
-34% -$182K 0.06% 238
2022
Q3 		$444K Buy
804
+18
+2% +$11.8K 0.1% 192
2022
Q2 		$478K Sell
786
-152
-16% -$99K 0.12% 153
2022
Q1 		$717K Buy
938
+227
+32% +$177K 0.18% 111
2021
Q4 		$651K Buy
+711
New +$649K 0.18% 98

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Blackrock (BLK) stake by 13% in Q2 2026, selling an estimated $176K and leaving 1,156 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #331.

EverSource Wealth Advisors first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q1 2026. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • EverSource Wealth Advisors held 1,156 shares of Blackrock worth $1.11M as of Q2 2026.
  • EverSource Wealth Advisors sold 170 Blackrock shares in Q2 2026, an estimated $176K.
  • Blackrock made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #331 holding.
  • EverSource Wealth Advisors first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Blackrock position peaked at $1.27M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.