N.E.W. Advisory Services’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$19.5K Buy
20
+2
+11% +$2.07K ﹤0.01% 537
2026
Q1
$17.5K Hold
18
﹤0.01% 530
2025
Q4
$19.4K Hold
18
﹤0.01% 509
2025
Q3
$21.1K Hold
18
﹤0.01% 456
2025
Q2
$18.9K Sell
18
-21
-54% -$19.9K ﹤0.01% 473
2025
Q1
$37.1K Buy
+39
New +$38.2K ﹤0.01% 397

Other funds holding BLK

N.E.W. Advisory Services's BLK Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Blackrock (BLK) stake by 11% in Q2 2026, buying an estimated $2.07K and bringing the position to 20 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

N.E.W. Advisory Services first reported a position in BLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.1K in Q1 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • N.E.W. Advisory Services held 20 shares of Blackrock worth $19.5K as of Q2 2026.
  • N.E.W. Advisory Services bought 2 Blackrock shares in Q2 2026, an estimated $2.07K.
  • Blackrock made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #537 holding.
  • N.E.W. Advisory Services first reported a position in Blackrock in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Blackrock position peaked at $37.1K in Q1 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.