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Medallion Wealth Advisors’s Blackrock BLK Stock Holding History

Medallion Wealth 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 		$23.1K Hold
24
– – 0.01% 613
2026
Q1 		$23.1K Hold
24
– – 0.01% 631
2025
Q4 		$25.7K Hold
24
– – 0.01% 595
2025
Q3 		$28K Hold
24
– – 0.01% 574
2025
Q2 		$25.3K Hold
24
– – 0.01% 575
2025
Q1 		$22.7K Buy
24
+2
+9% +$1.96K 0.01% 557
2024
Q4 		$22.6K Buy
+22
New +$22.3K 0.01% 543

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

Medallion Wealth Advisors's BLK Position: Q2 2026 in Review

Medallion Wealth Advisors held its Blackrock (BLK) position steady in Q2 2026 at 24 shares worth $23.1K. The position accounts for 0.01% of the portfolio, ranked #613.

Medallion Wealth Advisors first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $28K in Q3 2025. 2,333 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Medallion Wealth Advisors held 24 shares of Blackrock worth $23.1K as of Q2 2026.
  • Medallion Wealth Advisors left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #613 holding.
  • Medallion Wealth Advisors first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Blackrock position peaked at $28K in Q3 2025.
  • 2,333 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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