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Lifeworks Advisors’s Blackrock BLK Stock Holding History

Lifeworks 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 		$204K Buy
+212
New +$219K 0.02% 329
2025
Q2 		– Sell
-225
Closed -$213K – 314
2025
Q1 		$213K Buy
+225
New +$221K 0.04% 292

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lifeworks Advisors's BLK Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Blackrock (BLK) in Q2 2026: 212 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #329 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in BLK as recently as Q1 2025.

Lifeworks Advisors first reported a position in BLK in Q1 2025 and has held it in 2 quarters since. The position peaked at $213K in Q1 2025. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Lifeworks Advisors held 212 shares of Blackrock worth $204K as of Q2 2026.
  • Blackrock was a new Lifeworks Advisors position in Q2 2026.
  • Blackrock made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #329 holding.
  • Lifeworks Advisors first reported a position in Blackrock in Q1 2025 and has held it in 2 quarters since.
  • Lifeworks Advisors's Blackrock position peaked at $213K in Q1 2025.
  • 2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.