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Herold Advisors’s Blackrock BLK Stock Holding History

Herold 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 		$570K Buy
595
+14
+2% +$14.5K 0.11% 168
2026
Q1 		$559K Sell
581
-411
-41% -$432K 0.12% 167
2025
Q4 		$1.06M Sell
992
-103
-9% -$113K 0.24% 103
2025
Q3 		$1.28M Sell
1,095
-16
-1% -$17.9K 0.3% 89
2025
Q2 		$1.17M Buy
1,111
+25
+2% +$23.6K 0.24% 105
2025
Q1 		$1.03M Sell
1,086
-238
-18% -$233K 0.23% 111
2024
Q4 		$1.36M Sell
1,324
-198
-13% -$201K 0.3% 90
2024
Q3 		$1.45M Sell
1,522
-82
-5% -$71K 0.31% 84
2024
Q2 		$1.26M Buy
1,604
+145
+10% +$113K 0.29% 98
2024
Q1 		$1.22M Sell
1,459
-71
-5% -$57K 0.29% 100
2023
Q4 		$1.24M Sell
1,530
-27
-2% -$18.8K 0.34% 86
2023
Q3 		$1.01M Buy
1,557
+171
+12% +$119K 0.31% 96
2023
Q2 		$958K Buy
1,386
+123
+10% +$82.4K 0.29% 103
2023
Q1 		$845K Buy
1,263
+158
+14% +$111K 0.29% 100
2022
Q4 		$783K Sell
1,105
-1,050
-49% -$701K 0.33% 91
2022
Q3 		$1.19M Buy
2,155
+66
+3% +$43.2K 0.57% 59
2022
Q2 		$1.27M Buy
2,089
+54
+3% +$35.2K 0.57% 60
2022
Q1 		$1.56M Buy
2,035
+175
+9% +$137K 0.55% 55
2021
Q4 		$1.7M Buy
1,860
+345
+23% +$315K 0.66% 49
2021
Q3 		$1.27M Buy
+1,515
New +$1.36M 0.49% 69

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

Herold Advisors's BLK Position: Q2 2026 in Review

Herold Advisors increased its Blackrock (BLK) stake by 2.4% in Q2 2026, buying an estimated $14.5K and bringing the position to 595 shares worth $570K. The position accounts for 0.11% of the portfolio, ranked #168.

Herold Advisors first reported a position in BLK in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.7M in Q4 2021. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Herold Advisors held 595 shares of Blackrock worth $570K as of Q2 2026.
  • Herold Advisors bought 14 Blackrock shares in Q2 2026, an estimated $14.5K.
  • Blackrock made up 0.11% of Herold Advisors's portfolio in Q2 2026, its #168 holding.
  • Herold Advisors first reported a position in Blackrock in Q3 2021 and has held it in 20 quarters since.
  • Herold Advisors's Blackrock position peaked at $1.7M in Q4 2021.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.