Okabena Investment Services’s Blackrock BLK Stock Holding History

Okabena Investment Services’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	$2.77M	Sell	2,885 -234	-8%	-$242K	0.5%	39
2026 Q1	$3M	Buy	3,119 +1,525	+96%	+$1.6M	0.58%	36
2025 Q4	$1.71M	Hold	1,594	–	–	0.33%	53
2025 Q3	$1.86M	Buy	1,594 +2	+0.1%	+$2.24K	0.36%	47
2025 Q2	$1.67M	Hold	1,592	–	–	0.37%	48
2025 Q1	$1.51M	Buy	1,592 +44	+3%	+$43.1K	0.38%	52
2024 Q4	$1.59M	Hold	1,548	–	–	0.44%	49
2024 Q3	$1.47M	Buy	1,548 +107	+7%	+$92.6K	0.41%	48
2024 Q2	$1.13M	Hold	1,441	–	–	0.36%	56
2024 Q1	$1.2M	Sell	1,441 -12	-0.8%	-$9.64K	0.4%	62
2023 Q4	$1.18M	Buy	1,453 +874	+151%	+$610K	0.46%	56
2023 Q3	$374K	Hold	579	–	–	0.29%	59
2023 Q2	$400K	Buy	579 +325	+128%	+$218K	0.29%	55
2023 Q1	$674K	Sell	254 -361	-59%	-$254K	0.47%	48
2022 Q4	$436K	Sell	615 -858	-58%	-$573K	0.29%	69
2022 Q3	$811K	Sell	1,473 -21	-1%	-$13.7K	0.39%	67
2022 Q2	$910K	Buy	1,494 +59	+4%	+$38.4K	0.47%	52
2022 Q1	$1.1M	Hold	1,435	–	–	0.46%	57
2021 Q4	$1.31M	Buy	+1,435	New	+$1.31M	0.5%	52

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Okabena Investment Services's BLK Position: Q2 2026 in Review

Okabena Investment Services reduced its Blackrock (BLK) stake by 7.5% in Q2 2026, selling an estimated $242K and leaving 2,885 shares worth $2.77M. The position accounts for 0.5% of the portfolio, ranked #39.

Okabena Investment Services first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $3M in Q1 2026. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Okabena Investment Services held 2,885 shares of Blackrock worth $2.77M as of Q2 2026.
Okabena Investment Services sold 234 Blackrock shares in Q2 2026, an estimated $242K.
Blackrock made up 0.5% of Okabena Investment Services's portfolio in Q2 2026, its #39 holding.
Okabena Investment Services first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
Okabena Investment Services's Blackrock position peaked at $3M in Q1 2026.
2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.