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Principia Wealth Advisory’s Blackrock BLK Stock Holding History

Principia Wealth Advisory’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 		$10.6K Buy
11
+5
+83% +$5.17K 0.01% 245
2026
Q1 		$5.77K Hold
6
– – ﹤0.01% 276
2025
Q4 		$6.42K Buy
6
+1
+20% +$1.09K ﹤0.01% 240
2025
Q3 		$5.83K Hold
5
– – ﹤0.01% 253
2025
Q2 		$5.25K Buy
5
+1
+25% +$946 ﹤0.01% 232
2025
Q1 		$3.59K Hold
4
– – ﹤0.01% 217
2024
Q4 		$4.1K Buy
+4
New +$4.06K ﹤0.01% 170

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principia Wealth Advisory's BLK Position: Q2 2026 in Review

Principia Wealth Advisory increased its Blackrock (BLK) stake by 83% in Q2 2026, buying an estimated $5.17K and bringing the position to 11 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #245.

Principia Wealth Advisory first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Principia Wealth Advisory held 11 shares of Blackrock worth $10.6K as of Q2 2026.
  • Principia Wealth Advisory bought 5 Blackrock shares in Q2 2026, an estimated $5.17K.
  • Blackrock made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #245 holding.
  • Principia Wealth Advisory first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.