Physician Wealth Advisors’s Blackrock BLK Stock Holding History

Physician 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	$324K	Buy	337 +31	+10%	+$32.6K	0.05%	139
2025 Q4	$327K	Sell	306 -9	-3%	-$9.84K	0.05%	134
2025 Q3	$367K	Buy	315 +20	+7%	+$22.4K	0.05%	129
2025 Q2	$309K	Buy	295 +6	+2%	+$5.67K	0.05%	137
2025 Q1	$274K	Sell	289 -24	-8%	-$23.5K	0.05%	146
2024 Q4	$321K	Sell	313 -16	-5%	-$16.2K	0.05%	132
2024 Q3	$331K	Sell	329 -22	-6%	-$19K	0.06%	124
2024 Q2	$296K	Buy	351 +57	+19%	+$44.5K	0.05%	128
2024 Q1	$221K	Buy	+294	New	+$236K	0.05%	157

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Physician Wealth Advisors increased its Blackrock (BLK) stake by 10% in Q1 2026, buying an estimated $32.6K and bringing the position to 337 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #139.

Physician Wealth Advisors first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $367K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Physician Wealth Advisors held 337 shares of Blackrock worth $324K as of Q1 2026.
Physician Wealth Advisors bought 31 Blackrock shares in Q1 2026, an estimated $32.6K.
Blackrock made up 0.05% of Physician Wealth Advisors's portfolio in Q1 2026, its #139 holding.
Physician Wealth Advisors first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
Physician Wealth Advisors's Blackrock position peaked at $367K in Q3 2025.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.