Forza Wealth Management’s Blackrock BLK Stock Holding History

Forza Wealth Management’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	$961K	Hold	999	–	–	0.29%	76
2026 Q1	$961K	Hold	999	–	–	0.33%	73
2025 Q4	$1.07M	Hold	999	–	–	0.39%	62
2025 Q3	$1.16M	Hold	999	–	–	0.45%	51
2025 Q2	$1.05M	Hold	999	–	–	0.43%	57
2025 Q1	$946K	Hold	999	–	–	0.43%	58
2024 Q4	$1.02M	Hold	999	–	–	0.47%	56
2024 Q3	$949K	Sell	999 -45	-4%	-$38.9K	0.43%	64
2024 Q2	$822K	Buy	1,044 +13	+1%	+$10.1K	0.42%	64
2024 Q1	$860K	Hold	1,031	–	–	0.45%	61
2023 Q4	$837K	Hold	1,031	–	–	0.46%	60
2023 Q3	$667K	Hold	1,031	–	–	0.34%	90
2023 Q2	$713K	Hold	1,031	–	–	0.36%	88
2023 Q1	$690K	Buy	1,031 +160	+18%	+$113K	0.36%	88
2022 Q4	$617K	Buy	+871	New	+$582K	0.41%	66

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

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

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Forza Wealth Management's BLK Position: Q2 2026 in Review

Forza Wealth Management held its Blackrock (BLK) position steady in Q2 2026 at 999 shares worth $961K. The position accounts for 0.29% of the portfolio, ranked #76.

Forza Wealth Management first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q3 2025. 553 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Forza Wealth Management held 999 shares of Blackrock worth $961K as of Q2 2026.
Forza Wealth Management left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.29% of Forza Wealth Management's portfolio in Q2 2026, its #76 holding.
Forza Wealth Management first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
Forza Wealth Management's Blackrock position peaked at $1.16M in Q3 2025.
553 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.