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Legacy Advisory Services’s Blackrock BLK Stock Holding History

Legacy Advisory Services’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
Q1 		– Sell
-642
Closed -$687K – 52
2025
Q4 		$687K Buy
642
+2
+0.3% +$2.19K 0.52% 19
2025
Q3 		$746K Buy
640
+2
+0.3% +$2.24K 0.56% 18
2025
Q2 		$670K Buy
638
+2
+0.3% +$1.89K 0.53% 18
2025
Q1 		$602K Sell
636
-1
-0.2% -$980 0.51% 20
2024
Q4 		$655K Hold
637
– – 0.56% 27
2024
Q3 		$605K Buy
637
+2
+0.3% +$1.73K 0.52% 25
2024
Q2 		$500K Buy
635
+3
+0.5% +$2.34K 0.46% 30
2024
Q1 		$527K Sell
632
-9
-1% -$7.23K 0.5% 27
2023
Q4 		$520K Buy
+641
New +$447K 0.55% 26

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legacy Advisory Services's BLK Position: Q1 2026 in Review

Legacy Advisory Services sold out of Blackrock (BLK) in Q1 2026, closing a stake of 642 shares — an estimated $687K sold.

Legacy Advisory Services first reported a position in BLK in Q4 2023 and held it in 9 quarters. The position peaked at $746K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Legacy Advisory Services reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisory Services sold 642 Blackrock shares in Q1 2026, an estimated $687K.
  • Legacy Advisory Services first reported a position in Blackrock in Q4 2023 and held it in 9 quarters.
  • Legacy Advisory Services's Blackrock position peaked at $746K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Legacy Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.