Optivise Advisory Services
BLK icon

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
Q3 		$533K Buy
504
+61
+14% +$66.6K 0.26% 102
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

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Optivise Advisory Services's BLK Position: Q3 2026 in Review

Optivise Advisory Services increased its Blackrock (BLK) stake by 14% in Q3 2026, buying an estimated $66.6K and bringing the position to 504 shares worth $533K. The position accounts for 0.26% of the portfolio, ranked #102.

Optivise Advisory Services first reported a position in BLK in Q2 2025 and has held it in 6 quarters since. The position peaked at $557K in Q4 2025. 1,534 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Optivise Advisory Services held 504 shares of Blackrock worth $533K as of Q3 2026.
  • Optivise Advisory Services bought 61 Blackrock shares in Q3 2026, an estimated $66.6K.
  • Blackrock made up 0.26% of Optivise Advisory Services's portfolio in Q3 2026, its #102 holding.
  • Optivise Advisory Services first reported a position in Blackrock in Q2 2025 and has held it in 6 quarters since.
  • Optivise Advisory Services's Blackrock position peaked at $557K in Q4 2025.
  • 1,534 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.