HWA
BLK icon

HHM Wealth Advisors’s Blackrock BLK Stock Holding History

HHM 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
Q2 		$92.7K Buy
96
+16
+20% +$16.5K 0.01% 300
2026
Q1 		$77.2K Hold
80
– – 0.01% 311
2025
Q4 		$85.8K Hold
80
– – 0.01% 286
2025
Q3 		$93.4K Sell
80
-4
-5% -$4.47K 0.01% 281
2025
Q2 		$88.2K Hold
84
– – 0.01% 290
2025
Q1 		$79.5K Hold
84
– – 0.01% 294
2024
Q4 		$86K Buy
84
+4
+5% +$4.06K 0.01% 281
2024
Q3 		$75.8K Buy
80
+13
+19% +$11.3K 0.01% 285
2024
Q2 		$52.8K Sell
67
-8
-11% -$6.24K 0.01% 334
2024
Q1 		$62.5K Hold
75
– – 0.01% 270
2023
Q4 		$60.9K Buy
75
+45
+150% +$31.4K 0.01% 270
2023
Q3 		$19.4K Sell
30
-25
-45% -$17.5K ﹤0.01% 406
2023
Q2 		$38K Hold
55
– – 0.01% 329
2023
Q1 		$36.8K Hold
55
– – 0.01% 315
2022
Q4 		$39K Hold
55
– – 0.01% 272
2022
Q3 		$30K Sell
55
-160
-74% -$105K 0.01% 299
2022
Q2 		$131K Buy
215
+25
+13% +$16.3K 0.03% 168
2022
Q1 		$145K Sell
190
-1
-0.5% -$781 0.03% 174
2021
Q4 		$175K Hold
191
– – 0.04% 151
2021
Q3 		$160K Sell
191
-22
-10% -$19.7K 0.04% 155
2021
Q2 		$186K Hold
213
– – 0.05% 138
2021
Q1 		$161K Buy
213
+35
+20% +$25.4K 0.05% 135
2020
Q4 		$128K Hold
178
– – 0.04% 145
2020
Q3 		$100K Sell
178
-6
-3% -$3.42K 0.04% 146
2020
Q2 		$100K Hold
184
– – 0.04% 141
2020
Q1 		$81K Buy
+184
New +$90.7K 0.04% 142

Other funds holding BLK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

HHM Wealth Advisors's BLK Position: Q2 2026 in Review

HHM Wealth Advisors increased its Blackrock (BLK) stake by 20% in Q2 2026, buying an estimated $16.5K and bringing the position to 96 shares worth $92.7K. The position accounts for 0.01% of the portfolio, ranked #300.

HHM Wealth Advisors first reported a position in BLK in Q1 2020 and has held it in 26 quarters since. The position peaked at $186K in Q2 2021. 779 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • HHM Wealth Advisors held 96 shares of Blackrock worth $92.7K as of Q2 2026.
  • HHM Wealth Advisors bought 16 Blackrock shares in Q2 2026, an estimated $16.5K.
  • Blackrock made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #300 holding.
  • HHM Wealth Advisors first reported a position in Blackrock in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Blackrock position peaked at $186K in Q2 2021.
  • 779 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.