Heritage Wealth Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $843K | Sell |
877
-33
| -4% | -$34.1K | 0.03% | 104 |
|
|
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
Heritage Wealth Advisors's BLK Position: Q2 2026 in Review
Heritage Wealth Advisors reduced its Blackrock (BLK) stake by 3.6% in Q2 2026, selling an estimated $34.1K and leaving 877 shares worth $843K. The position accounts for 0.03% of the portfolio, ranked #104.
Heritage Wealth Advisors first reported a position in BLK in Q3 2018 and has held it in 32 quarters since. The position peaked at $1.88M in Q4 2020. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Heritage Wealth Advisors held 877 shares of Blackrock worth $843K as of Q2 2026.
- Heritage Wealth Advisors sold 33 Blackrock shares in Q2 2026, an estimated $34.1K.
- Blackrock made up 0.03% of Heritage Wealth Advisors's portfolio in Q2 2026, its #104 holding.
- Heritage Wealth Advisors first reported a position in Blackrock in Q3 2018 and has held it in 32 quarters since.
- Heritage Wealth Advisors's Blackrock position peaked at $1.88M in Q4 2020.
- 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.