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Savvy Advisors Inc’s Blackrock BLK Stock Holding History

Savvy Advisors Inc’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 		$2.48M Sell
2,580
-348
-12% -$360K 0.05% 287
2026
Q1 		$2.82M Buy
2,928
+178
+6% +$187K 0.08% 203
2025
Q4 		$2.94M Buy
2,750
+1,131
+70% +$1.24M 0.1% 159
2025
Q3 		$1.89M Buy
1,619
+147
+10% +$164K 0.09% 164
2025
Q2 		$1.54M Buy
1,472
+436
+42% +$412K 0.1% 147
2025
Q1 		$980K Buy
1,036
+647
+166% +$634K 0.1% 170
2024
Q4 		$399K Buy
389
+38
+11% +$38.6K 0.05% 284
2024
Q3 		$333K Buy
351
+44
+14% +$38.1K 0.07% 244
2024
Q2 		$241K Buy
+307
New +$240K 0.08% 250

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savvy Advisors Inc's BLK Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Blackrock (BLK) stake by 12% in Q2 2026, selling an estimated $360K and leaving 2,580 shares worth $2.48M. The position accounts for 0.05% of the portfolio, ranked #287.

Savvy Advisors Inc first reported a position in BLK in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.94M in Q4 2025. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Savvy Advisors Inc held 2,580 shares of Blackrock worth $2.48M as of Q2 2026.
  • Savvy Advisors Inc sold 348 Blackrock shares in Q2 2026, an estimated $360K.
  • Blackrock made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #287 holding.
  • Savvy Advisors Inc first reported a position in Blackrock in Q2 2024 and has held it in 9 quarters since.
  • Savvy Advisors Inc's Blackrock position peaked at $2.94M in Q4 2025.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.