HWA
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Heartwood Wealth Advisors’s Blackrock BLK Stock Holding History

Heartwood Wealth 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
Q3 		$212K Buy
+200
New +$218K 0.02% 220
2025
Q4 		– Sell
-159
Closed -$185K – 253
2025
Q3 		$185K Buy
+159
New +$178K 0.02% 202

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

Heartwood Wealth Advisors's BLK Position: Q3 2026 in Review

Heartwood Wealth Advisors opened a new position in Blackrock (BLK) in Q3 2026: 200 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #220 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in BLK as recently as Q3 2025.

Heartwood Wealth Advisors first reported a position in BLK in Q3 2025 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Heartwood Wealth Advisors held 200 shares of Blackrock worth $212K as of Q3 2026.
  • Blackrock was a new Heartwood Wealth Advisors position in Q3 2026.
  • Blackrock made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #220 holding.
  • Heartwood Wealth Advisors first reported a position in Blackrock in Q3 2025 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.