Gradient Capital Advisors’s Blackrock BLK Stock Holding History

Gradient Capital 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 Q2	$423K	Buy	440 +1	+0.2%	+$1.03K	0.1%	123
2026 Q1	$423K	Hold	439	–	–	0.11%	113
2025 Q4	$470K	Hold	439	–	–	0.12%	109
2025 Q3	$512K	Buy	439 +3	+0.7%	+$3.35K	0.14%	102
2025 Q2	$457K	Buy	436 +19	+5%	+$18K	0.14%	104
2025 Q1	$394K	Sell	417 -9	-2%	-$8.82K	0.13%	107
2024 Q4	$436K	Buy	426 +26	+7%	+$26.4K	0.14%	97
2024 Q3	$380K	Buy	400 +15	+4%	+$13K	0.13%	106
2024 Q2	$303K	Hold	385	–	–	0.11%	120
2024 Q1	$321K	Hold	385	–	–	0.12%	118
2023 Q4	$312K	Sell	385 -54	-12%	-$37.7K	0.12%	119
2023 Q3	$284K	Buy	439 +1	+0.2%	+$699	0.12%	119
2023 Q2	$303K	Buy	438 +62	+16%	+$41.5K	0.12%	112
2023 Q1	$252K	Sell	376 -54	-13%	-$38K	0.11%	126
2022 Q4	$305K	Buy	430 +54	+14%	+$36.1K	0.14%	104
2022 Q3	$207K	Buy	+376	New	+$246K	0.1%	122
2022 Q1	–	Sell	-220	Closed	-$202K	–	126
2021 Q4	$202K	Buy	+220	New	+$201K	0.08%	118

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Capital Advisors's BLK Position: Q2 2026 in Review

Gradient Capital Advisors increased its Blackrock (BLK) stake by 0.23% in Q2 2026, buying an estimated $1.03K and bringing the position to 440 shares worth $423K. The position accounts for 0.1% of the portfolio, ranked #123.

Gradient Capital Advisors first reported a position in BLK in Q4 2021 and has held it in 17 quarters since. The position peaked at $512K in Q3 2025. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Gradient Capital Advisors held 440 shares of Blackrock worth $423K as of Q2 2026.
Gradient Capital Advisors bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
Blackrock made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #123 holding.
Gradient Capital Advisors first reported a position in Blackrock in Q4 2021 and has held it in 17 quarters since.
Gradient Capital Advisors's Blackrock position peaked at $512K in Q3 2025.
2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.