GWSA
BLK icon

Global Wealth Strategies & Associates’s Blackrock BLK Stock Holding History

Global Wealth Strategies & Associates’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
Q3 		$232K Buy
+219
New +$239K 0.04% 99
2026
Q2 		– Sell
-180
Closed -$173K – 139
2026
Q1 		$173K Buy
180
+118
+190% +$124K 0.04% 90
2025
Q4 		$66.5K Sell
62
-3
-5% -$3.28K 0.02% 132
2025
Q3 		$75.9K Sell
65
-1
-2% -$1.12K 0.02% 121
2025
Q2 		$69.3K Sell
66
-13
-16% -$12.3K 0.02% 95
2025
Q1 		$74.8K Buy
79
+63
+394% +$61.7K 0.02% 90
2024
Q4 		$16.4K Buy
16
+10
+167% +$10.1K 0.01% 179
2024
Q3 		$5.7K Hold
6
– – ﹤0.01% 231
2024
Q2 		$4.72K Hold
6
– – ﹤0.01% 227
2024
Q1 		$5K Hold
6
– – ﹤0.01% 227
2023
Q4 		$4.87K Hold
6
– – ﹤0.01% 208
2023
Q3 		$3.88K Hold
6
– – ﹤0.01% 226
2023
Q2 		$4.15K Hold
6
– – ﹤0.01% 216
2023
Q1 		$4.01K Hold
6
– – ﹤0.01% 222
2022
Q4 		$4.25K Buy
+6
New +$4.01K ﹤0.01% 221

Other funds holding BLK

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Global Wealth Strategies & Associates's BLK Position: Q3 2026 in Review

Global Wealth Strategies & Associates opened a new position in Blackrock (BLK) in Q3 2026: 219 shares worth $232K. The stake represents 0.04% of the portfolio and ranks #99 among its holdings. This is a return to the name: Global Wealth Strategies & Associates previously reported a position in BLK as recently as Q1 2026.

Global Wealth Strategies & Associates first reported a position in BLK in Q4 2022 and has held it in 15 quarters since. 116 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Global Wealth Strategies & Associates held 219 shares of Blackrock worth $232K as of Q3 2026.
  • Blackrock was a new Global Wealth Strategies & Associates position in Q3 2026.
  • Blackrock made up 0.04% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #99 holding.
  • Global Wealth Strategies & Associates first reported a position in Blackrock in Q4 2022 and has held it in 15 quarters since.
  • 116 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.