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Mount Yale Investment Advisors’s Blackrock BLK Stock Holding History

Mount Yale Investment 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
Q1 		$9.26M Buy
9,631
+5,925
+160% +$6.23M 0.21% 102
2025
Q4 		$3.97M Sell
3,706
-326
-8% -$356K 0.19% 115
2025
Q3 		$4.7M Buy
4,032
+3,884
+2,624% +$4.34M 0.33% 66
2025
Q2 		$155K Buy
+148
New +$140K 0.01% 585
2024
Q1 		– Sell
-1,262
Closed -$1.02M – 540
2023
Q4 		$1.02M Sell
1,262
-502
-28% -$350K 0.1% 197
2023
Q3 		$1.14M Sell
1,764
-27
-2% -$18.9K 0.12% 174
2023
Q2 		$1.24M Buy
1,791
+14
+0.8% +$9.38K 0.13% 158
2023
Q1 		$1.19M Sell
1,777
-14
-0.8% -$9.86K 0.13% 158
2022
Q4 		$1.27M Buy
1,791
+59
+3% +$39.4K 0.14% 150
2022
Q3 		$953K Sell
1,732
-2
-0.1% -$1.31K 0.13% 168
2022
Q2 		$1.06M Buy
1,734
+1,400
+419% +$912K 0.13% 169
2022
Q1 		$255K Buy
334
+21
+7% +$16.4K 0.03% 404
2021
Q4 		$287K Buy
313
+18
+6% +$16.4K 0.03% 386
2021
Q3 		$247K Buy
+295
New +$264K 0.03% 397
2018
Q2 		– Sell
-59
Closed -$32K – 952
2018
Q1 		$32K Buy
+59
New +$32.4K 0.01% 698

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

Mount Yale Investment Advisors's BLK Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Blackrock (BLK) stake by 160% in Q1 2026, buying an estimated $6.23M and bringing the position to 9,631 shares worth $9.26M. The position accounts for 0.21% of the portfolio, ranked #102.

Mount Yale Investment Advisors first reported a position in BLK in Q1 2018 and has held it in 15 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Mount Yale Investment Advisors held 9,631 shares of Blackrock worth $9.26M as of Q1 2026.
  • Mount Yale Investment Advisors bought 5,925 Blackrock shares in Q1 2026, an estimated $6.23M.
  • Blackrock made up 0.21% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #102 holding.
  • Mount Yale Investment Advisors first reported a position in Blackrock in Q1 2018 and has held it in 15 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.