Jackson Grant Investment Advisers’s Blackrock BLK Stock Holding History

Jackson Grant Investment Advisers’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	–	Sell	-8	Closed	-$7.69K	–	423
2026 Q1	$7.69K	Hold	8	–	–	﹤0.01%	322
2025 Q4	$8.56K	Hold	8	–	–	﹤0.01%	313
2025 Q3	$9.33K	Hold	8	–	–	﹤0.01%	301
2025 Q2	$8.39K	Hold	8	–	–	﹤0.01%	278
2025 Q1	$7.57K	Hold	8	–	–	﹤0.01%	276
2024 Q4	$8.2K	Hold	8	–	–	﹤0.01%	277
2024 Q3	$7.6K	Hold	8	–	–	﹤0.01%	285
2024 Q2	$6.3K	Hold	8	–	–	﹤0.01%	292
2024 Q1	$6.67K	Hold	8	–	–	﹤0.01%	279
2023 Q4	$6.49K	Hold	8	–	–	﹤0.01%	275
2023 Q3	$5.17K	Hold	8	–	–	﹤0.01%	283
2023 Q2	$5.53K	Hold	8	–	–	﹤0.01%	285
2023 Q1	$5.35K	Buy	+8	New	+$5.63K	﹤0.01%	317
2020 Q4	–	Sell	-93	Closed	-$53K	–	336
2020 Q3	$53K	Hold	93	–	–	0.03%	142
2020 Q2	$51K	Hold	93	–	–	0.03%	145
2020 Q1	$41K	Hold	93	–	–	0.03%	145
2019 Q4	$47K	Hold	93	–	–	0.03%	150
2019 Q3	$42K	Hold	93	–	–	0.02%	153
2019 Q2	$44K	Hold	93	–	–	0.03%	153
2019 Q1	$40K	Sell	93 -11	-11%	-$4.62K	0.02%	153
2018 Q4	$41K	Buy	104 +11	+12%	+$4.51K	0.03%	150
2018 Q3	$44K	Buy	93 +1	+1%	+$486	0.03%	152
2018 Q2	$46K	Buy	92 +1	+1%	+$528	0.03%	154
2018 Q1	$50K	Buy	+91	New	+$50K	0.04%	144

Other funds holding BLK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Jackson Grant Investment Advisers's BLK Position: Q2 2026 in Review

Jackson Grant Investment Advisers sold out of Blackrock (BLK) in Q2 2026, closing a stake of 8 shares — an estimated $7.69K sold.

Jackson Grant Investment Advisers first reported a position in BLK in Q1 2018 and held it in 24 quarters. The position peaked at $53K in Q3 2020. 1,035 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Jackson Grant Investment Advisers reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
Jackson Grant Investment Advisers sold 8 Blackrock shares in Q2 2026, an estimated $7.69K.
Jackson Grant Investment Advisers first reported a position in Blackrock in Q1 2018 and held it in 24 quarters.
Jackson Grant Investment Advisers's Blackrock position peaked at $53K in Q3 2020.
1,035 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.