ROI Financial Advisors’s Blackrock BLK Stock Holding History

ROI Financial 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 Q1	$465K	Sell	483 -1	-0.2%	-$1.05K	0.28%	49
2025 Q4	$518K	Sell	484 -29	-6%	-$31.7K	0.3%	47
2025 Q3	$598K	Sell	513 -11	-2%	-$12.3K	0.36%	41
2025 Q2	$550K	Sell	524 -17	-3%	-$16.1K	0.35%	44
2025 Q1	$512K	Sell	541 -6	-1%	-$5.88K	0.37%	42
2024 Q4	$561K	Buy	+547	New	+$555K	0.38%	39
2024 Q3	–	Sell	-548	Closed	-$430K	–	66
2024 Q2	$430K	Buy	548 +7	+1%	+$5.46K	0.31%	44
2024 Q1	$451K	Buy	541 +2	+0.4%	+$1.61K	0.35%	43
2023 Q4	$438K	Buy	+539	New	+$376K	0.36%	48

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

ROI Financial Advisors's BLK Position: Q1 2026 in Review

ROI Financial Advisors reduced its Blackrock (BLK) stake by 0.21% in Q1 2026, selling an estimated $1.05K and leaving 483 shares worth $465K. The position accounts for 0.28% of the portfolio, ranked #49.

ROI Financial Advisors first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $598K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

ROI Financial Advisors held 483 shares of Blackrock worth $465K as of Q1 2026.
ROI Financial Advisors sold 1 Blackrock share in Q1 2026, an estimated $1.05K.
Blackrock made up 0.28% of ROI Financial Advisors's portfolio in Q1 2026, its #49 holding.
ROI Financial Advisors first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
ROI Financial Advisors's Blackrock position peaked at $598K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on ROI Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.