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Phoenix Wealth Advisors’s Blackrock BLK Stock Holding History

Phoenix 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 		$388K Sell
403
-18
-4% -$18.9K 0.15% 97
2025
Q4 		$451K Sell
421
-10
-2% -$10.9K 0.17% 88
2025
Q3 		$502K Sell
431
-12
-3% -$13.4K 0.19% 80
2025
Q2 		$465K Hold
443
– – 0.19% 85
2025
Q1 		$419K Buy
443
+9
+2% +$8.82K 0.18% 83
2024
Q4 		$445K Sell
434
-8
-2% -$8.12K 0.19% 82
2024
Q3 		$420K Sell
442
-10
-2% -$8.65K 0.19% 81
2024
Q2 		$356K Buy
452
+18
+4% +$14K 0.18% 90
2024
Q1 		$362K Sell
434
-4
-0.9% -$3.21K 0.22% 84
2023
Q4 		$351K Sell
438
-2
-0.5% -$1.4K 0.24% 81
2023
Q3 		$284K Buy
440
+6
+1% +$4.19K 0.17% 91
2023
Q2 		$300K Sell
434
-14
-3% -$9.38K 0.17% 85
2023
Q1 		$300K Sell
448
-8
-2% -$5.63K 0.19% 76
2022
Q4 		$323K Buy
456
+11
+2% +$7.34K 0.19% 70
2022
Q3 		$245K Sell
445
-2
-0.4% -$1.31K 0.25% 90
2022
Q2 		$272K Buy
447
+41
+10% +$26.7K 0.27% 89
2022
Q1 		$303K Buy
406
+30
+8% +$23.4K 0.31% 70
2021
Q4 		$344K Sell
376
-83
-18% -$75.7K 0.26% 83
2021
Q3 		$385K Buy
459
+5
+1% +$4.48K 0.29% 73
2021
Q2 		$405K Buy
454
+49
+12% +$41.4K 0.29% 75
2021
Q1 		$311K Buy
405
+94
+30% +$68.2K 0.24% 80
2020
Q4 		$224K Buy
+311
New +$206K 0.17% 100

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

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

Phoenix Wealth Advisors reduced its Blackrock (BLK) stake by 4.3% in Q1 2026, selling an estimated $18.9K and leaving 403 shares worth $388K. The position accounts for 0.15% of the portfolio, ranked #97.

Phoenix Wealth Advisors first reported a position in BLK in Q4 2020 and has held it in 22 quarters since. The position peaked at $502K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Phoenix Wealth Advisors held 403 shares of Blackrock worth $388K as of Q1 2026.
  • Phoenix Wealth Advisors sold 18 Blackrock shares in Q1 2026, an estimated $18.9K.
  • Blackrock made up 0.15% of Phoenix Wealth Advisors's portfolio in Q1 2026, its #97 holding.
  • Phoenix Wealth Advisors first reported a position in Blackrock in Q4 2020 and has held it in 22 quarters since.
  • Phoenix Wealth Advisors's Blackrock position peaked at $502K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.