Invera Wealth Advisors’s Blackrock BLK Stock Holding History

Invera 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	$325K	Buy	+338	New	+$350K	0.17%	110

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

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

Invera Wealth Advisors opened a new position in Blackrock (BLK) in Q2 2026: 338 shares worth $325K. The stake represents 0.17% of the portfolio and ranks #110 among its holdings.

2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Invera Wealth Advisors held 338 shares of Blackrock worth $325K as of Q2 2026.
Blackrock was a new Invera Wealth Advisors position in Q2 2026.
Blackrock made up 0.17% of Invera Wealth Advisors's portfolio in Q2 2026, its #110 holding.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.