SageView Advisory Group’s Blackrock BLK Stock Holding History

SageView Advisory Group’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	$1.37M	Sell	1,422 -41	-3%	-$42.4K	0.04%	202
2026 Q1	$1.41M	Hold	1,463	–	–	0.05%	190
2025 Q4	$1.57M	Sell	1,463 -5	-0.3%	-$5.47K	0.05%	194
2025 Q3	$1.71M	Buy	1,468 +37	+3%	+$41.4K	0.06%	182
2025 Q2	$1.6M	Buy	1,431 +16	+1%	+$15.1K	0.06%	172
2025 Q1	$1.34M	Buy	1,415 +6	+0.4%	+$5.88K	0.06%	186
2024 Q4	$1.44M	Buy	1,409 +65	+5%	+$66K	0.06%	168
2024 Q3	$1.28M	Sell	1,344 -70	-5%	-$60.6K	0.06%	160
2024 Q2	$1.11M	Sell	1,414 -542	-28%	-$423K	0.05%	206
2024 Q1	$1.63M	Sell	1,956 -40	-2%	-$32.1K	0.08%	138
2023 Q4	$1.56M	Buy	+1,996	New	+$1.39M	0.07%	187

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

SageView Advisory Group's BLK Position: Q2 2026 in Review

SageView Advisory Group reduced its Blackrock (BLK) stake by 2.8% in Q2 2026, selling an estimated $42.4K and leaving 1,422 shares worth $1.37M. The position accounts for 0.04% of the portfolio, ranked #202.

SageView Advisory Group first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q3 2025. 2,332 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

SageView Advisory Group held 1,422 shares of Blackrock worth $1.37M as of Q2 2026.
SageView Advisory Group sold 41 Blackrock shares in Q2 2026, an estimated $42.4K.
Blackrock made up 0.04% of SageView Advisory Group's portfolio in Q2 2026, its #202 holding.
SageView Advisory Group first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
SageView Advisory Group's Blackrock position peaked at $1.71M in Q3 2025.
2,332 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.