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Proactive Wealth Strategies’s Blackrock BLK Stock Holding History

Proactive Wealth Strategies’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 		– Sell
-211
Closed -$202K – 223
2026
Q1 		$202K Buy
+211
New +$222K 0.04% 203
2025
Q2 		– Sell
-257
Closed -$243K – 136
2025
Q1 		$243K Buy
257
+2
+0.8% +$1.96K 0.13% 120
2024
Q4 		$262K Buy
255
+1
+0.4% +$1.01K 0.14% 113
2024
Q3 		$241K Buy
+254
New +$220K 0.13% 116

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Proactive Wealth Strategies's BLK Position: Q2 2026 in Review

Proactive Wealth Strategies sold out of Blackrock (BLK) in Q2 2026, closing a stake of 211 shares — an estimated $202K sold.

Proactive Wealth Strategies first reported a position in BLK in Q3 2024 and held it in 4 quarters. The position peaked at $262K in Q4 2024. 1,580 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Proactive Wealth Strategies reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Proactive Wealth Strategies sold 211 Blackrock shares in Q2 2026, an estimated $202K.
  • Proactive Wealth Strategies first reported a position in Blackrock in Q3 2024 and held it in 4 quarters.
  • Proactive Wealth Strategies's Blackrock position peaked at $262K in Q4 2024.
  • 1,580 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.