GWANC
BLK icon

Guardian Wealth Advisors (North Carolina)’s Blackrock BLK Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$869K Buy
903
+5
+0.6% +$5.17K 0.05% 172
2026
Q1 		$864K Sell
898
-19
-2% -$20K 0.05% 166
2025
Q4 		$982K Buy
917
+2
+0.2% +$2.19K 0.06% 155
2025
Q3 		$1.07M Hold
915
– – 0.07% 143
2025
Q2 		$960K Buy
915
+18
+2% +$17K 0.07% 147
2025
Q1 		$849K Buy
897
+5
+0.6% +$4.9K 0.07% 140
2024
Q4 		$914K Buy
892
+34
+4% +$34.5K 0.07% 139
2024
Q3 		$815K Sell
858
-9
-1% -$7.79K 0.09% 123
2024
Q2 		$683K Sell
867
-1
-0.1% -$780 0.08% 127
2024
Q1 		$724K Buy
868
+14
+2% +$11.2K 0.09% 124
2023
Q4 		$693K Sell
854
-42
-5% -$29.3K 0.11% 108
2023
Q3 		$579K Buy
896
+35
+4% +$24.4K 0.1% 111
2023
Q2 		$595K Sell
861
-2
-0.2% -$1.34K 0.1% 106
2023
Q1 		$577K Buy
863
+227
+36% +$160K 0.1% 103
2022
Q4 		$451K Hold
636
– – 0.09% 118
2022
Q3 		$350K Buy
636
+224
+54% +$147K 0.07% 132
2022
Q2 		$251K Sell
412
-96
-19% -$62.5K 0.05% 163
2022
Q1 		$388K Buy
508
+214
+73% +$167K 0.17% 103
2021
Q4 		$269K Buy
+294
New +$268K 0.12% 130

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

Guardian Wealth Advisors (North Carolina)'s BLK Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Blackrock (BLK) stake by 0.56% in Q2 2026, buying an estimated $5.17K and bringing the position to 903 shares worth $869K. The position accounts for 0.05% of the portfolio, ranked #172.

Guardian Wealth Advisors (North Carolina) first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.07M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 903 shares of Blackrock worth $869K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 5 Blackrock shares in Q2 2026, an estimated $5.17K.
  • Blackrock made up 0.05% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #172 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Blackrock position peaked at $1.07M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.