GIA
BLK icon

Gladstone Institutional Advisory’s Blackrock BLK Stock Holding History

Gladstone Institutional Advisory’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 		$2.78M Buy
2,894
+147
+5% +$152K 0.09% 232
2026
Q1 		$2.64M Sell
2,747
-197
-7% -$207K 0.1% 216
2025
Q4 		$3.15M Buy
2,944
+91
+3% +$99.5K 0.12% 184
2025
Q3 		$3.33M Buy
2,853
+164
+6% +$183K 0.13% 171
2025
Q2 		$2.82M Buy
2,689
+106
+4% +$100K 0.12% 186
2025
Q1 		$2.44M Sell
2,583
-11
-0.4% -$10.8K 0.11% 194
2024
Q4 		$2.66M Sell
2,594
-13
-0.5% -$13.2K 0.12% 182
2024
Q3 		$2.47M Sell
2,607
-14
-0.5% -$12.1K 0.12% 191
2024
Q2 		$2.06M Buy
2,621
+97
+4% +$75.7K 0.11% 216
2024
Q1 		$2.1M Sell
2,524
-397
-14% -$319K 0.12% 202
2023
Q4 		$2.37M Sell
2,921
-6
-0.2% -$4.19K 0.13% 189
2023
Q3 		$1.89M Sell
2,927
-11
-0.4% -$7.68K 0.12% 190
2023
Q2 		$2.03M Sell
2,938
-47
-2% -$31.5K 0.12% 196
2023
Q1 		$2M Sell
2,985
-1,259
-30% -$887K 0.13% 193
2022
Q4 		$3.01M Buy
4,244
+321
+8% +$214K 0.21% 137
2022
Q3 		$2.16M Sell
3,923
-679
-15% -$444K 0.17% 153
2022
Q2 		$2.8M Sell
4,602
-1,305
-22% -$850K 0.22% 113
2022
Q1 		$4.51M Buy
5,907
+1,188
+25% +$928K 0.31% 86
2021
Q4 		$4.32M Buy
4,719
+1,298
+38% +$1.18M 0.33% 83
2021
Q3 		$2.87M Buy
3,421
+2,142
+167% +$1.92M 0.28% 100
2021
Q2 		$1.12M Buy
1,279
+715
+127% +$604K 0.13% 178
2021
Q1 		$425K Buy
+564
New +$409K 0.07% 257
2020
Q4 		– Sell
-662
Closed -$373K – 304
2020
Q3 		$373K Buy
+662
New +$378K 0.09% 171
2019
Q3 		– Sell
-490
Closed -$231K – 286
2019
Q2 		$231K Buy
+490
New +$222K 0.07% 239

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Gladstone Institutional Advisory's BLK Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Blackrock (BLK) stake by 5.4% in Q2 2026, buying an estimated $152K and bringing the position to 2,894 shares worth $2.78M. The position accounts for 0.09% of the portfolio, ranked #232.

Gladstone Institutional Advisory first reported a position in BLK in Q2 2019 and has held it in 24 quarters since. The position peaked at $4.51M in Q1 2022. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Gladstone Institutional Advisory held 2,894 shares of Blackrock worth $2.78M as of Q2 2026.
  • Gladstone Institutional Advisory bought 147 Blackrock shares in Q2 2026, an estimated $152K.
  • Blackrock made up 0.09% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #232 holding.
  • Gladstone Institutional Advisory first reported a position in Blackrock in Q2 2019 and has held it in 24 quarters since.
  • Gladstone Institutional Advisory's Blackrock position peaked at $4.51M in Q1 2022.
  • 2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.