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GoalVest Advisory’s Blackrock BLK Stock Holding History

GoalVest 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 		$39.4K Hold
41
– – 0.01% 233
2026
Q1 		$39.4K Sell
41
-12
-23% -$12.6K 0.01% 249
2025
Q4 		$56.7K Buy
53
+12
+29% +$13.1K 0.01% 232
2025
Q3 		$47.8K Hold
41
– – 0.01% 226
2025
Q2 		$43K Hold
41
– – 0.01% 221
2025
Q1 		$38.8K Sell
41
-7
-15% -$6.86K 0.01% 200
2024
Q4 		$49.2K Sell
48
-20
-29% -$20.3K 0.01% 188
2024
Q3 		$64.6K Hold
68
– – 0.02% 170
2024
Q2 		$53.5K Hold
68
– – 0.02% 171
2024
Q1 		$56.7K Sell
68
-3
-4% -$2.41K 0.02% 183
2023
Q4 		$57.6K Hold
71
– – 0.03% 127
2023
Q3 		$45.9K Hold
71
– – 0.02% 150
2023
Q2 		$49.1K Buy
71
+23
+48% +$15.4K 0.03% 138
2023
Q1 		$32.1K Sell
48
-2
-4% -$1.41K 0.02% 137
2022
Q4 		$35.4K Sell
50
-9
-15% -$6.01K 0.02% 124
2022
Q3 		$32K Sell
59
-677
-92% -$443K 0.02% 130
2022
Q2 		$457K Sell
736
-4
-0.5% -$2.6K 0.29% 97
2022
Q1 		$565K Buy
+740
New +$578K 0.32% 82
2021
Q2 		$1.35M Buy
1,540
+263
+21% +$222K 0.84% 34
2021
Q1 		$963K Buy
1,277
+58
+5% +$42.1K 0.72% 44
2020
Q4 		$880K Buy
+1,219
New +$808K 0.74% 42

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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
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
EB
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
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

GoalVest Advisory's BLK Position: Q2 2026 in Review

GoalVest Advisory held its Blackrock (BLK) position steady in Q2 2026 at 41 shares worth $39.4K. The position accounts for 0.01% of the portfolio, ranked #233.

GoalVest Advisory first reported a position in BLK in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.35M in Q2 2021. 382 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • GoalVest Advisory held 41 shares of Blackrock worth $39.4K as of Q2 2026.
  • GoalVest Advisory left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #233 holding.
  • GoalVest Advisory first reported a position in Blackrock in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's Blackrock position peaked at $1.35M in Q2 2021.
  • 382 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.