JWCA
BLK icon

J.W. Coons Advisors’s Blackrock BLK Stock Holding History

J.W. Coons 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
2025
Q2 		$5.53M Buy
5,272
+962
+22% +$910K 1.25% 17
2025
Q1 		$4.08M Sell
4,310
-56
-1% -$54.9K 1.08% 23
2024
Q4 		$4.48M Sell
4,366
-107
-2% -$109K 1.15% 20
2024
Q3 		$4.25M Sell
4,473
-10
-0.2% -$8.65K 1.06% 22
2024
Q2 		$3.53M Buy
4,483
+168
+4% +$131K 0.85% 28
2024
Q1 		$3.6M Buy
4,315
+751
+21% +$603K 0.81% 27
2023
Q4 		$2.89M Buy
3,564
+22
+0.6% +$15.4K 0.78% 33
2023
Q3 		$2.29M Sell
3,542
-60
-2% -$41.9K 0.66% 40
2023
Q2 		$2.49M Buy
3,602
+10
+0.3% +$6.7K 0.68% 41
2023
Q1 		$2.4M Buy
3,592
+5
+0.1% +$3.52K 0.69% 40
2022
Q4 		$2.54M Buy
3,587
+452
+14% +$302K 0.76% 38
2022
Q3 		$1.73M Buy
3,135
+199
+7% +$130K 0.65% 45
2022
Q2 		$1.78M Sell
2,936
-164
-5% -$107K 0.63% 46
2022
Q1 		$2.4M Buy
3,100
+230
+8% +$180K 0.71% 41
2021
Q4 		$2.64M Sell
2,870
-121
-4% -$110K 0.8% 34
2021
Q3 		$2.52M Buy
2,991
+142
+5% +$127K 0.86% 33
2021
Q2 		$2.48M Sell
2,849
-14
-0.5% -$11.8K 0.88% 32
2021
Q1 		$2.15M Sell
2,863
-10
-0.3% -$7.25K 0.77% 38
2020
Q4 		$2.07M Buy
2,873
+40
+1% +$26.5K 0.79% 38
2020
Q3 		$1.59M Buy
2,833
+118
+4% +$67.3K 0.66% 42
2020
Q2 		$1.47M Buy
2,715
+424
+19% +$214K 0.65% 47
2020
Q1 		$1.01M Buy
+2,291
New +$1.13M 0.53% 56

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

J.W. Coons Advisors's BLK Position: Q2 2025 in Review

J.W. Coons Advisors increased its Blackrock (BLK) stake by 22% in Q2 2025, buying an estimated $910K and bringing the position to 5,272 shares worth $5.53M. The position accounts for 1.25% of the portfolio, ranked #17.

J.W. Coons Advisors first reported a position in BLK in Q1 2020 and has held it in 22 quarters since. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • J.W. Coons Advisors held 5,272 shares of Blackrock worth $5.53M as of Q2 2025.
  • J.W. Coons Advisors bought 962 Blackrock shares in Q2 2025, an estimated $910K.
  • Blackrock made up 1.25% of J.W. Coons Advisors's portfolio in Q2 2025, its #17 holding.
  • J.W. Coons Advisors first reported a position in Blackrock in Q1 2020 and has held it in 22 quarters since.
  • 2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.