Moss Adams Wealth Advisors’s Blackrock BLK Stock Holding History

Moss Adams 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	$524K	Sell	545 -28	-5%	-$29K	0.03%	145
2026 Q1	$551K	Buy	573 +56	+11%	+$58.9K	0.04%	127
2025 Q4	$553K	Buy	517 +31	+6%	+$33.9K	0.04%	121
2025 Q3	$567K	Buy	486 +13	+3%	+$14.5K	0.04%	119
2025 Q2	$496K	Buy	473 +53	+13%	+$50.1K	0.05%	127
2025 Q1	$398K	Buy	420 +79	+23%	+$77.4K	0.04%	133
2024 Q4	$350K	Buy	341 +31	+10%	+$31.5K	0.04%	134
2024 Q3	$294K	Buy	310 +35	+13%	+$30.3K	0.03%	147
2024 Q2	$217K	Buy	+275	New	+$215K	0.03%	163

Other funds holding BLK

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Moss Adams Wealth Advisors's BLK Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Blackrock (BLK) stake by 4.9% in Q2 2026, selling an estimated $29K and leaving 545 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #145.

Moss Adams Wealth Advisors first reported a position in BLK in Q2 2024 and has held it in 9 quarters since. The position peaked at $567K in Q3 2025. 865 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Moss Adams Wealth Advisors held 545 shares of Blackrock worth $524K as of Q2 2026.
Moss Adams Wealth Advisors sold 28 Blackrock shares in Q2 2026, an estimated $29K.
Blackrock made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #145 holding.
Moss Adams Wealth Advisors first reported a position in Blackrock in Q2 2024 and has held it in 9 quarters since.
Moss Adams Wealth Advisors's Blackrock position peaked at $567K in Q3 2025.
865 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.