Fortis Capital Advisors’s Blackrock BLK Stock Holding History

Fortis Capital 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	$1.02M	Buy	1,056 +6	+0.6%	+$6.21K	0.11%	160
2026 Q1	$1.01M	Sell	1,050 -97	-8%	-$102K	0.13%	131
2025 Q4	$1.23M	Buy	1,147 +14	+1%	+$15.3K	0.18%	92
2025 Q3	$1.32M	Buy	1,133 +41	+4%	+$45.8K	0.21%	71
2025 Q2	$1.15M	Sell	1,092 -7	-0.6%	-$6.62K	0.2%	78
2025 Q1	$1.04M	Buy	1,099 +19	+2%	+$18.6K	0.21%	79
2024 Q4	$974K	Sell	1,080 -8	-0.7%	-$8.12K	0.33%	65
2024 Q3	$1.03M	Buy	1,088 +12	+1%	+$10.4K	0.35%	61
2024 Q2	$847K	Buy	1,076 +32	+3%	+$25K	0.31%	65
2024 Q1	$870K	Buy	1,044 +44	+4%	+$35.4K	0.37%	52
2023 Q4	$812K	Hold	1,000	–	–	0.43%	39
2023 Q3	$646K	Hold	1,000	–	–	0.41%	43
2023 Q2	$691K	Sell	1,000 -10	-1%	-$6.7K	0.41%	42
2023 Q1	$676K	Sell	1,010 -4	-0.4%	-$2.82K	0.36%	42
2022 Q4	$719K	Buy	+1,014	New	+$677K	0.43%	33

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

Fortis Capital Advisors's BLK Position: Q2 2026 in Review

Fortis Capital Advisors increased its Blackrock (BLK) stake by 0.57% in Q2 2026, buying an estimated $6.21K and bringing the position to 1,056 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #160.

Fortis Capital Advisors first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.32M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Fortis Capital Advisors held 1,056 shares of Blackrock worth $1.02M as of Q2 2026.
Fortis Capital Advisors bought 6 Blackrock shares in Q2 2026, an estimated $6.21K.
Blackrock made up 0.11% of Fortis Capital Advisors's portfolio in Q2 2026, its #160 holding.
Fortis Capital Advisors first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
Fortis Capital Advisors's Blackrock position peaked at $1.32M in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.