Moneta Group Investment Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.64M | Sell |
1,708
-41
| -2% | -$43.1K | 0.01% | 293 |
|
|
2025
Q4 | $1.87M | Sell |
1,749
-349
| -17% | -$382K | 0.01% | 275 |
|
|
2025
Q3 | $2.45M | Buy |
2,098
+261
| +14% | +$292K | 0.02% | 245 |
|
|
2025
Q2 | $1.93M | Buy |
1,837
+170
| +10% | +$161K | 0.02% | 227 |
|
|
2025
Q1 | $1.58M | Buy |
1,667
+179
| +12% | +$175K | 0.02% | 235 |
|
|
2024
Q4 | $1.52M | Sell |
1,488
-38
| -2% | -$38.6K | 0.02% | 240 |
|
|
2024
Q3 | $1.45M | Sell |
1,526
-140
| -8% | -$121K | 0.02% | 241 |
|
|
2024
Q2 | $1.31M | Buy |
1,666
+257
| +18% | +$201K | 0.02% | 239 |
|
|
2024
Q1 | $1.17M | Buy |
1,409
+384
| +37% | +$309K | 0.02% | 248 |
|
|
2023
Q4 | $832K | Buy |
1,025
+21
| +2% | +$14.7K | 0.02% | 263 |
|
|
2023
Q3 | $649K | Buy |
1,004
+61
| +6% | +$42.6K | 0.01% | 274 |
|
|
2023
Q2 | $652K | Buy |
943
+27
| +3% | +$18.1K | 0.01% | 279 |
|
|
2023
Q1 | $613K | Buy |
916
+278
| +44% | +$196K | 0.01% | 279 |
|
|
2022
Q4 | $485K | Sell |
638
-31
| -5% | -$20.7K | 0.01% | 300 |
|
|
2022
Q3 | $368K | Sell |
669
-142
| -18% | -$93K | 0.01% | 312 |
|
|
2022
Q2 | $494K | Buy |
811
+48
| +6% | +$31.3K | 0.02% | 303 |
|
|
2022
Q1 | $583K | Buy |
763
+110
| +17% | +$85.9K | 0.02% | 276 |
|
|
2021
Q4 | $598K | Buy |
653
+68
| +12% | +$62.1K | 0.02% | 272 |
|
|
2021
Q3 | $491K | Buy |
585
+58
| +11% | +$52K | 0.02% | 282 |
|
|
2021
Q2 | $461K | Sell |
527
-17
| -3% | -$14.4K | 0.02% | 295 |
|
|
2021
Q1 | $410K | Buy |
+544
| New | +$395K | 0.02% | 283 |
|
|
2020
Q3 | – | Sell |
-513
| Closed | -$279K | – | 274 |
|
|
2020
Q2 | $279K | Buy |
+513
| New | +$259K | 0.03% | 215 |
|
|
2018
Q3 | – | Sell |
-404
| Closed | -$202K | – | 249 |
|
|
2018
Q2 | $202K | Buy |
+404
| New | +$214K | 0.02% | 248 |
|
|
2018
Q1 | – | Sell |
-2
| Closed | -$1K | – | 613 |
|
|
2017
Q4 | $1K | Buy |
+2
| New | +$972 | ﹤0.01% | 408 |
|
|
2015
Q4 | – | Sell |
-487
| Closed | -$145K | – | 170 |
|
|
2015
Q3 | $145K | Buy |
+487
| New | +$157K | 0.04% | 147 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$316K | – | 122 |
|
|
2013
Q4 | $316K | Hold |
1,000
| – | – | 0.19% | 90 |
|
|
2013
Q3 | $271K | Hold |
1,000
| – | – | 0.18% | 93 |
|
|
2013
Q2 | $257K | Buy |
+1,000
| New | +$268K | 0.18% | 93 |
|
Other funds holding BLK
VCM
VPM
Moneta Group Investment Advisors's BLK Position: Q1 2026 in Review
Moneta Group Investment Advisors reduced its Blackrock (BLK) stake by 2.3% in Q1 2026, selling an estimated $43.1K and leaving 1,708 shares worth $1.64M. The position accounts for 0.01% of the portfolio, ranked #293.
Moneta Group Investment Advisors first reported a position in BLK in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.45M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Moneta Group Investment Advisors held 1,708 shares of Blackrock worth $1.64M as of Q1 2026.
- Moneta Group Investment Advisors sold 41 Blackrock shares in Q1 2026, an estimated $43.1K.
- Blackrock made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #293 holding.
- Moneta Group Investment Advisors first reported a position in Blackrock in Q2 2013 and has held it in 28 quarters since.
- Moneta Group Investment Advisors's Blackrock position peaked at $2.45M in Q3 2025.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.