Powell Investment Advisors’s Blackrock BLK Stock Holding History

Powell Investment 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 Q2	$681K	Hold	708	–	–	0.21%	63
2026 Q1	$681K	Hold	708	–	–	0.23%	65
2025 Q4	$758K	Hold	708	–	–	0.26%	60
2025 Q3	$825K	Hold	708	–	–	0.29%	51
2025 Q2	$743K	Hold	708	–	–	0.28%	54
2025 Q1	$670K	Hold	708	–	–	0.33%	47
2024 Q4	$726K	Buy	+708	New	+$719K	0.34%	47
2024 Q3	–	Sell	-702	Closed	-$553K	–	151
2024 Q2	$553K	Hold	702	–	–	0.29%	53
2024 Q1	$585K	Sell	702 -2	-0.3%	-$1.61K	0.31%	50
2023 Q4	$572K	Hold	704	–	–	0.32%	51
2023 Q3	$455K	Hold	704	–	–	0.27%	60
2023 Q2	$487K	Sell	704 -30	-4%	-$20.1K	0.28%	62
2023 Q1	$491K	Sell	734 -6	-0.8%	-$4.23K	0.27%	60
2022 Q4	$524K	Buy	740 +8	+1%	+$5.34K	0.3%	57
2022 Q3	$403K	Buy	732 +261	+55%	+$171K	0.26%	66
2022 Q2	$287K	Buy	+471	New	+$307K	0.17%	83

Other funds holding BLK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Powell Investment Advisors's BLK Position: Q2 2026 in Review

Powell Investment Advisors held its Blackrock (BLK) position steady in Q2 2026 at 708 shares worth $681K. The position accounts for 0.21% of the portfolio, ranked #63.

Powell Investment Advisors first reported a position in BLK in Q2 2022 and has held it in 16 quarters since. The position peaked at $825K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Powell Investment Advisors held 708 shares of Blackrock worth $681K as of Q2 2026.
Powell Investment Advisors left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.21% of Powell Investment Advisors's portfolio in Q2 2026, its #63 holding.
Powell Investment Advisors first reported a position in Blackrock in Q2 2022 and has held it in 16 quarters since.
Powell Investment Advisors's Blackrock position peaked at $825K in Q3 2025.
1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.