Physician Wealth Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$337K Buy
350
+13
+4% +$13.4K 0.04% 148
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

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

Physician Wealth Advisors increased its Blackrock (BLK) stake by 3.9% in Q2 2026, buying an estimated $13.4K and bringing the position to 350 shares worth $337K. The position accounts for 0.04% of the portfolio, ranked #148.

Physician Wealth Advisors first reported a position in BLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $367K in Q3 2025. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Physician Wealth Advisors held 350 shares of Blackrock worth $337K as of Q2 2026.
  • Physician Wealth Advisors bought 13 Blackrock shares in Q2 2026, an estimated $13.4K.
  • Blackrock made up 0.04% of Physician Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Physician Wealth Advisors first reported a position in Blackrock in Q1 2024 and has held it in 10 quarters since.
  • Physician Wealth Advisors's Blackrock position peaked at $367K in Q3 2025.
  • 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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