HWA
BLK icon

Heritage Wealth Advisors’s Blackrock BLK Stock Holding History

Heritage 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
Q1 		$875K Sell
910
-34
-4% -$35.8K 0.03% 94
2025
Q4 		$1.01M Hold
944
– – 0.04% 106
2025
Q3 		$1.1M Sell
944
-88
-9% -$98.4K 0.05% 77
2025
Q2 		$1.08M Hold
1,032
– – 0.05% 79
2025
Q1 		$977K Sell
1,032
-7
-0.7% -$6.86K 0.05% 79
2024
Q4 		$1.07M Sell
1,039
-22
-2% -$22.3K 0.05% 82
2024
Q3 		$1.01M Buy
1,061
+133
+14% +$115K 0.05% 88
2024
Q2 		$731K Sell
928
-1
-0.1% -$780 0.03% 102
2024
Q1 		$775K Sell
929
-12
-1% -$9.64K 0.04% 106
2023
Q4 		$764K Buy
941
+128
+16% +$89.4K 0.04% 108
2023
Q3 		$526K Buy
813
+293
+56% +$205K 0.03% 128
2023
Q2 		$360K Sell
520
-18
-3% -$12.1K 0.02% 155
2023
Q1 		$360K Sell
538
-66
-11% -$46.5K 0.02% 153
2022
Q4 		$428K Buy
604
+117
+24% +$78.1K 0.02% 143
2022
Q3 		$268K Hold
487
– – 0.02% 171
2022
Q2 		$297K Buy
487
+320
+192% +$208K 0.02% 157
2022
Q1 		$128K Sell
167
-430
-72% -$336K 0.01% 229
2021
Q4 		$547K Sell
597
-19
-3% -$17.3K 0.03% 132
2021
Q3 		$517K Hold
616
– – 0.03% 134
2021
Q2 		$539K Sell
616
-637
-51% -$538K 0.03% 135
2021
Q1 		$945K Sell
1,253
-1,346
-52% -$976K 0.06% 86
2020
Q4 		$1.88M Buy
2,599
+2,490
+2,284% +$1.65M 0.12% 62
2020
Q3 		$61.4K Hold
109
– – 0.01% 250
2020
Q2 		$59.3K Hold
109
– – 0.01% 248
2020
Q1 		$48K Hold
109
– – 0.01% 252
2019
Q4 		$54.8K Buy
109
+41
+60% +$19.5K 0.01% 295
2019
Q3 		$30K Sell
68
-179
-72% -$79.7K ﹤0.01% 318
2019
Q2 		$116K Hold
247
– – 0.02% 180
2019
Q1 		$106K Buy
247
+49
+25% +$20.6K 0.02% 172
2018
Q4 		$77K Hold
198
– – 0.02% 174
2018
Q3 		$93K Buy
+198
New +$96.3K 0.02% 163

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's BLK Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Blackrock (BLK) stake by 3.6% in Q1 2026, selling an estimated $35.8K and leaving 910 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #94.

Heritage Wealth Advisors first reported a position in BLK in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.88M in Q4 2020. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Heritage Wealth Advisors held 910 shares of Blackrock worth $875K as of Q1 2026.
  • Heritage Wealth Advisors sold 34 Blackrock shares in Q1 2026, an estimated $35.8K.
  • Blackrock made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Heritage Wealth Advisors first reported a position in Blackrock in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Blackrock position peaked at $1.88M in Q4 2020.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.