Robinson Smith Wealth Advisors’s Blackrock BLK Stock Holding History

Robinson Smith 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 Q2	$531K	Buy	552 +234	+74%	+$242K	0.32%	51
2026 Q1	$306K	Hold	318	–	–	0.21%	65
2025 Q4	$340K	Hold	318	–	–	0.23%	60
2025 Q3	$370K	Buy	318 +80	+34%	+$89.4K	0.27%	57
2025 Q2	$249K	Hold	238	–	–	0.2%	70
2025 Q1	$225K	Hold	238	–	–	0.19%	79
2024 Q4	$244K	Sell	238 -75	-24%	-$76.1K	0.21%	69
2024 Q3	$297K	Sell	313 -1	-0.3%	-$865	0.25%	67
2024 Q2	$247K	Buy	+314	New	+$245K	0.22%	77
2024 Q1	–	Sell	-374	Closed	-$303K	–	81
2023 Q4	$303K	Buy	+374	New	+$261K	0.3%	67

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robinson Smith Wealth Advisors's BLK Position: Q2 2026 in Review

Robinson Smith Wealth Advisors increased its Blackrock (BLK) stake by 74% in Q2 2026, buying an estimated $242K and bringing the position to 552 shares worth $531K. The position accounts for 0.32% of the portfolio, ranked #51.

Robinson Smith Wealth Advisors first reported a position in BLK in Q4 2023 and has held it in 10 quarters since. 2,331 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Robinson Smith Wealth Advisors held 552 shares of Blackrock worth $531K as of Q2 2026.
Robinson Smith Wealth Advisors bought 234 Blackrock shares in Q2 2026, an estimated $242K.
Blackrock made up 0.32% of Robinson Smith Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Robinson Smith Wealth Advisors first reported a position in Blackrock in Q4 2023 and has held it in 10 quarters since.
2,331 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Robinson Smith Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.