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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
Q2 		– Sell
-416
Closed -$400K – 274
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's BLK Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 416 shares — an estimated $400K sold.

Opal Wealth Advisors first reported a position in BLK in Q4 2021 and held it in 14 quarters. The position peaked at $454K in Q3 2025. 2,327 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 416 Blackrock shares in Q2 2026, an estimated $400K.
  • Opal Wealth Advisors first reported a position in Blackrock in Q4 2021 and held it in 14 quarters.
  • Opal Wealth Advisors's Blackrock position peaked at $454K in Q3 2025.
  • 2,327 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.