HIW
BLK icon

Holos Integrated Wealth’s Blackrock BLK Stock Holding History

Holos Integrated Wealth’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 		$5.05K Hold
5
– – ﹤0.01% 299
2026
Q1 		$4.79K Hold
5
– – ﹤0.01% 302
2025
Q4 		$5.42K Hold
5
– – ﹤0.01% 232
2025
Q3 		$5.66K Hold
5
– – ﹤0.01% 225
2025
Q2 		$5.63K Hold
5
– – ﹤0.01% 224
2025
Q1 		$4.73K Hold
5
– – ﹤0.01% 232
2024
Q4 		$5.13K Buy
+5
New +$5.08K ﹤0.01% 230

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Holos Integrated Wealth's BLK Position: Q2 2026 in Review

Holos Integrated Wealth held its Blackrock (BLK) position steady in Q2 2026 at 5 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Holos Integrated Wealth first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.66K in Q3 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Holos Integrated Wealth held 5 shares of Blackrock worth $5.05K as of Q2 2026.
  • Holos Integrated Wealth left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #299 holding.
  • Holos Integrated Wealth first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Blackrock position peaked at $5.66K in Q3 2025.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.