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Opal Wealth Advisors’s Blackrock BLK Stock Holding History

Opal 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
Q1 		$400K Buy
416
+11
+3% +$11.6K 0.09% 119
2025
Q4 		$433K Buy
405
+16
+4% +$17.5K 0.11% 110
2025
Q3 		$454K Buy
389
+18
+5% +$20.1K 0.13% 100
2025
Q2 		$389K Buy
371
+262
+240% +$248K 0.11% 103
2025
Q1 		$103K Buy
+109
New +$107K 0.03% 269
2024
Q3 		– Sell
-130
Closed -$102K – 312
2024
Q2 		$102K Sell
130
-142
-52% -$111K 0.03% 267
2024
Q1 		$227K Sell
272
-130
-32% -$104K 0.08% 158
2023
Q4 		$326K Sell
402
-40
-9% -$27.9K 0.13% 121
2023
Q3 		$286K Buy
442
+65
+17% +$45.4K 0.17% 105
2023
Q2 		$261K Buy
377
+19
+5% +$12.7K 0.13% 118
2023
Q1 		$240K Buy
358
+26
+8% +$18.3K 0.14% 95
2022
Q4 		$235K Buy
+332
New +$222K 0.13% 101
2022
Q2 		– Sell
-273
Closed -$209K – 113
2022
Q1 		$209K Hold
273
– – 0.18% 95
2021
Q4 		$250K Buy
+273
New +$249K 0.16% 96

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

Opal Wealth Advisors's BLK Position: Q1 2026 in Review

Opal Wealth Advisors increased its Blackrock (BLK) stake by 2.7% in Q1 2026, buying an estimated $11.6K and bringing the position to 416 shares worth $400K. The position accounts for 0.09% of the portfolio, ranked #119.

Opal Wealth Advisors first reported a position in BLK in Q4 2021 and has held it in 14 quarters since. The position peaked at $454K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Opal Wealth Advisors held 416 shares of Blackrock worth $400K as of Q1 2026.
  • Opal Wealth Advisors bought 11 Blackrock shares in Q1 2026, an estimated $11.6K.
  • Blackrock made up 0.09% of Opal Wealth Advisors's portfolio in Q1 2026, its #119 holding.
  • Opal Wealth Advisors first reported a position in Blackrock in Q4 2021 and has held it in 14 quarters since.
  • Opal Wealth Advisors's Blackrock position peaked at $454K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.