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Optivise Advisory Services’s Blackrock BLK Stock Holding History

Optivise Advisory 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 		$426K Buy
443
+45
+11% +$46.5K 0.22% 125
2026
Q1 		$382K Sell
398
-122
-23% -$128K 0.23% 105
2025
Q4 		$557K Buy
520
+184
+55% +$201K 0.32% 86
2025
Q3 		$392K Buy
336
+116
+53% +$130K 0.23% 101
2025
Q2 		$231K Buy
+220
New +$208K 0.12% 178

Other funds holding BLK

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Optivise Advisory Services's BLK Position: Q2 2026 in Review

Optivise Advisory Services increased its Blackrock (BLK) stake by 11% in Q2 2026, buying an estimated $46.5K and bringing the position to 443 shares worth $426K. The position accounts for 0.22% of the portfolio, ranked #125.

Optivise Advisory Services first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $557K in Q4 2025. 740 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Optivise Advisory Services held 443 shares of Blackrock worth $426K as of Q2 2026.
  • Optivise Advisory Services bought 45 Blackrock shares in Q2 2026, an estimated $46.5K.
  • Blackrock made up 0.22% of Optivise Advisory Services's portfolio in Q2 2026, its #125 holding.
  • Optivise Advisory Services first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Optivise Advisory Services's Blackrock position peaked at $557K in Q4 2025.
  • 740 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.