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Laurel Wealth Advisors (North Carolina)’s Blackrock BLK Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$1.52M Buy
1,578
+15
+1% +$15.5K 0.15% 96
2026
Q1 		$1.7M Buy
1,563
+29
+2% +$30.5K 0.17% 93
2025
Q4 		$1.64M Sell
1,534
-2
-0.1% -$2.19K 0.22% 92
2025
Q3 		$1.79M Sell
1,536
-90
-6% -$101K 0.25% 91
2025
Q2 		$1.71M Buy
1,626
+7
+0.4% +$6.62K 0.26% 91
2025
Q1 		$1.53M Buy
1,619
+40
+3% +$39.2K 0.24% 89
2024
Q4 		$1.62M Buy
+1,579
New +$1.6M 0.25% 87
2024
Q3 		– Sell
-1,582
Closed -$1.25M – 706
2024
Q2 		$1.25M Hold
1,582
– – 0.22% 96
2024
Q1 		$1.32M Hold
1,582
– – 0.22% 95
2023
Q4 		$1.28M Sell
1,582
-47
-3% -$32.8K 0.24% 86
2023
Q3 		$1.05M Sell
1,629
-98
-6% -$68.5K 0.22% 88
2023
Q2 		$1.19M Sell
1,727
-76
-4% -$50.9K 0.24% 86
2023
Q1 		$1.21M Buy
1,803
+103
+6% +$72.6K 0.26% 83
2022
Q4 		$1.2M Buy
1,700
+50
+3% +$33.4K 0.27% 84
2022
Q3 		$908K Buy
1,650
+13
+0.8% +$8.51K 0.23% 87
2022
Q2 		$997K Buy
1,637
+60
+4% +$39.1K 0.24% 84
2022
Q1 		$1.21M Sell
1,577
-309
-16% -$241K 0.25% 85
2021
Q4 		$1.73M Sell
1,886
-65
-3% -$59.3K 0.35% 69
2021
Q3 		$1.64M Buy
1,951
+3
+0.2% +$2.69K 0.36% 71
2021
Q2 		$1.7M Buy
1,948
+124
+7% +$105K 0.37% 69
2021
Q1 		$1.38M Sell
1,824
-91
-5% -$66K 0.33% 69
2020
Q4 		$1.38M Sell
1,915
-8
-0.4% -$5.3K 0.36% 69
2020
Q3 		$1.08M Sell
1,923
-125
-6% -$71.3K 0.32% 69
2020
Q2 		$1.11M Buy
2,048
+335
+20% +$169K 0.37% 71
2020
Q1 		$754K Sell
1,713
-17
-1% -$8.38K 0.28% 78
2019
Q4 		$870K Sell
1,730
-55
-3% -$26.1K 0.27% 73
2019
Q3 		$796K Sell
1,785
-70
-4% -$31.2K 0.27% 75
2019
Q2 		$871K Hold
1,855
– – 0.31% 72
2019
Q1 		$793K Hold
1,855
– – 0.29% 75
2018
Q4 		$729K Buy
+1,855
New +$760K 0.29% 74

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s BLK Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its Blackrock (BLK) stake by 0.96% in Q2 2026, buying an estimated $15.5K and bringing the position to 1,578 shares worth $1.52M. The position accounts for 0.15% of the portfolio, ranked #96.

Laurel Wealth Advisors (North Carolina) first reported a position in BLK in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.79M in Q3 2025. 441 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 1,578 shares of Blackrock worth $1.52M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 15 Blackrock shares in Q2 2026, an estimated $15.5K.
  • Blackrock made up 0.15% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #96 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Blackrock in Q4 2018 and has held it in 30 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Blackrock position peaked at $1.79M in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.