High Net Worth Advisory Group’s Blackrock BLK Stock Holding History

High Net Worth Advisory Group’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	$264K	Buy	274 +34	+14%	+$35.2K	0.06%	216
2026 Q1	$231K	Hold	240	–	–	0.05%	218
2025 Q4	$257K	Hold	240	–	–	0.06%	206
2025 Q3	$280K	Buy	240 +7	+3%	+$7.83K	0.07%	194
2025 Q2	$245K	Sell	233 -8	-3%	-$7.57K	0.06%	199
2025 Q1	$229K	Hold	241	–	–	0.06%	196
2024 Q4	$248K	Sell	241 -6	-2%	-$6.09K	0.07%	189
2024 Q3	$235K	Buy	+247	New	+$214K	0.06%	199
2024 Q2	–	Sell	-247	Closed	-$206K	–	219
2024 Q1	$206K	Hold	247	–	–	0.06%	207
2023 Q4	$201K	Buy	+247	New	+$172K	0.07%	193
2023 Q1	–	Sell	-201	Closed	-$143K	–	239
2022 Q4	$143K	Sell	201 -20	-9%	-$13.4K	0.06%	211
2022 Q3	$122K	Hold	221	–	–	0.05%	220
2022 Q2	$135K	Sell	221 -47	-18%	-$30.6K	0.06%	216
2022 Q1	$205K	Buy	268 +47	+21%	+$36.7K	0.07%	182
2021 Q4	$202K	Buy	+221	New	+$202K	0.07%	190

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

High Net Worth Advisory Group's BLK Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Blackrock (BLK) stake by 14% in Q2 2026, buying an estimated $35.2K and bringing the position to 274 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #216.

High Net Worth Advisory Group first reported a position in BLK in Q4 2021 and has held it in 15 quarters since. The position peaked at $280K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

High Net Worth Advisory Group held 274 shares of Blackrock worth $264K as of Q2 2026.
High Net Worth Advisory Group bought 34 Blackrock shares in Q2 2026, an estimated $35.2K.
Blackrock made up 0.06% of High Net Worth Advisory Group's portfolio in Q2 2026, its #216 holding.
High Net Worth Advisory Group first reported a position in Blackrock in Q4 2021 and has held it in 15 quarters since.
High Net Worth Advisory Group's Blackrock position peaked at $280K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.