Forvis Mazars Wealth Advisors’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 | $479K | Buy |
498
+14
| +3% | +$14.5K | 0.01% | 313 |
|
|
2026
Q1 | $465K | Sell |
484
-43
| -8% | -$45.2K | 0.01% | 294 |
|
|
2025
Q4 | $564K | Buy |
527
+7
| +1% | +$7.65K | 0.01% | 269 |
|
|
2025
Q3 | $606K | Sell |
520
-59
| -10% | -$66K | 0.01% | 257 |
|
|
2025
Q2 | $608K | Buy |
579
+18
| +3% | +$17K | 0.01% | 254 |
|
|
2025
Q1 | $531K | Buy |
561
+69
| +14% | +$67.6K | 0.01% | 272 |
|
|
2024
Q4 | $504K | Buy |
+492
| New | +$499K | 0.01% | 306 |
|
|
2024
Q3 | – | Sell |
-533
| Closed | -$420K | – | 430 |
|
|
2024
Q2 | $420K | Sell |
533
-203
| -28% | -$158K | 0.01% | 314 |
|
|
2024
Q1 | $614K | Buy |
736
+136
| +23% | +$109K | 0.02% | 259 |
|
|
2023
Q4 | $487K | Sell |
600
-11
| -2% | -$7.68K | 0.01% | 286 |
|
|
2023
Q3 | $395K | Sell |
611
-7
| -1% | -$4.89K | 0.01% | 305 |
|
|
2023
Q2 | $427K | Buy |
618
+155
| +33% | +$104K | 0.01% | 310 |
|
|
2023
Q1 | $310K | Buy |
463
+2
| +0.4% | +$1.41K | 0.01% | 326 |
|
|
2022
Q4 | $327K | Sell |
461
-6
| -1% | -$4.01K | 0.01% | 313 |
|
|
2022
Q3 | $258K | Sell |
467
-71
| -13% | -$46.5K | 0.01% | 341 |
|
|
2022
Q2 | $328K | Buy |
538
+56
| +12% | +$36.5K | 0.01% | 307 |
|
|
2022
Q1 | $368K | Buy |
482
+90
| +23% | +$70.3K | 0.02% | 215 |
|
|
2021
Q4 | $359K | Buy |
392
+50
| +15% | +$45.6K | 0.02% | 208 |
|
|
2021
Q3 | $287K | Sell |
342
-8
| -2% | -$7.17K | 0.01% | 223 |
|
|
2021
Q2 | $306K | Buy |
350
+7
| +2% | +$5.91K | 0.01% | 219 |
|
|
2021
Q1 | $259K | Sell |
343
-442
| -56% | -$321K | 0.01% | 248 |
|
|
2020
Q4 | $566K | Buy |
785
+8
| +1% | +$5.3K | 0.03% | 206 |
|
|
2020
Q3 | $438K | Buy |
777
+22
| +3% | +$12.6K | 0.03% | 218 |
|
|
2020
Q2 | $411K | Buy |
755
+84
| +13% | +$42.4K | 0.03% | 214 |
|
|
2020
Q1 | $295K | Buy |
671
+74
| +12% | +$36.5K | 0.02% | 227 |
|
|
2019
Q4 | $300K | Buy |
597
+66
| +12% | +$31.3K | 0.02% | 238 |
|
|
2019
Q3 | $237K | Sell |
531
-19
| -3% | -$8.46K | 0.02% | 239 |
|
|
2019
Q2 | $258K | Sell |
550
-4
| -0.7% | -$1.81K | 0.02% | 231 |
|
|
2019
Q1 | $237K | Buy |
554
+3
| +0.5% | +$1.26K | 0.02% | 231 |
|
|
2018
Q4 | $216K | Buy |
+551
| New | +$226K | 0.02% | 215 |
|
|
2018
Q3 | – | Sell |
-428
| Closed | -$214K | – | 231 |
|
|
2018
Q2 | $214K | Buy |
428
+30
| +8% | +$15.9K | 0.02% | 220 |
|
|
2018
Q1 | $216K | Buy |
+398
| New | +$218K | 0.02% | 220 |
|
Other funds holding BLK
Forvis Mazars Wealth Advisors's BLK Position: Q2 2026 in Review
Forvis Mazars Wealth Advisors increased its Blackrock (BLK) stake by 2.9% in Q2 2026, buying an estimated $14.5K and bringing the position to 498 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #313.
Forvis Mazars Wealth Advisors first reported a position in BLK in Q1 2018 and has held it in 32 quarters since. The position peaked at $614K in Q1 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Forvis Mazars Wealth Advisors held 498 shares of Blackrock worth $479K as of Q2 2026.
- Forvis Mazars Wealth Advisors bought 14 Blackrock shares in Q2 2026, an estimated $14.5K.
- Blackrock made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #313 holding.
- Forvis Mazars Wealth Advisors first reported a position in Blackrock in Q1 2018 and has held it in 32 quarters since.
- Forvis Mazars Wealth Advisors's Blackrock position peaked at $614K in Q1 2024.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.