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Garton & Associates Financial Advisors’s Blackrock BLK Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-61
Closed -$65.2K – 190
2025
Q4 		$65.2K Buy
+61
New +$66.7K 0.04% 318

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Garton & Associates Financial Advisors's BLK Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 61 shares — an estimated $65.2K sold.

Garton & Associates Financial Advisors first reported a position in BLK in Q4 2025 and held it in 1 quarter. The position peaked at $65.2K in Q4 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 61 Blackrock shares in Q1 2026, an estimated $65.2K.
  • Garton & Associates Financial Advisors first reported a position in Blackrock in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Blackrock position peaked at $65.2K in Q4 2025.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.