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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
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 $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

Herold Advisors's BLK Position: Q1 2026 in Review

Herold Advisors reduced its Blackrock (BLK) stake by 41% in Q1 2026, selling an estimated $432K and leaving 581 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #167.

Herold Advisors first reported a position in BLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.7M in Q4 2021. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Herold Advisors held 581 shares of Blackrock worth $559K as of Q1 2026.
  • Herold Advisors sold 411 Blackrock shares in Q1 2026, an estimated $432K.
  • Blackrock made up 0.12% of Herold Advisors's portfolio in Q1 2026, its #167 holding.
  • Herold Advisors first reported a position in Blackrock in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Blackrock position peaked at $1.7M in Q4 2021.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.