SMA
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Sage Mountain Advisors’s Blackrock BLK Stock Holding History

Sage Mountain 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 		– Sell
-1,689
Closed -$1.81M – 324
2025
Q4 		$1.81M Sell
1,689
-82
-5% -$89.6K 0.1% 107
2025
Q3 		$2.07M Buy
1,771
+363
+26% +$406K 0.12% 93
2025
Q2 		$1.48M Buy
1,408
+70
+5% +$66.2K 0.1% 100
2025
Q1 		$1.27M Sell
1,338
-39
-3% -$38.2K 0.09% 97
2024
Q4 		$1.41M Buy
1,377
+569
+70% +$577K 0.1% 88
2024
Q3 		$767K Buy
808
+239
+42% +$207K 0.07% 143
2024
Q2 		$448K Sell
569
-29
-5% -$22.6K 0.04% 190
2024
Q1 		$499K Buy
598
+58
+11% +$46.6K 0.05% 160
2023
Q4 		$438K Sell
540
-94
-15% -$65.6K 0.05% 147
2023
Q3 		$410K Buy
634
+13
+2% +$9.08K 0.06% 143
2023
Q2 		$429K Buy
621
+25
+4% +$16.7K 0.06% 131
2023
Q1 		$399K Buy
+596
New +$420K 0.06% 126
2022
Q2 		– Sell
-262
Closed -$200K – 618
2022
Q1 		$200K Sell
262
-35
-12% -$27.3K 0.03% 469
2021
Q4 		$272K Buy
297
+2
+0.7% +$1.82K 0.03% 459
2021
Q3 		$248K Buy
+295
New +$264K 0.04% 396

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Mountain Advisors's BLK Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 1,689 shares — an estimated $1.81M sold.

Sage Mountain Advisors first reported a position in BLK in Q3 2021 and held it in 15 quarters. The position peaked at $2.07M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,689 Blackrock shares in Q1 2026, an estimated $1.81M.
  • Sage Mountain Advisors first reported a position in Blackrock in Q3 2021 and held it in 15 quarters.
  • Sage Mountain Advisors's Blackrock position peaked at $2.07M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.