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Sax Wealth Advisors’s Blackrock BLK Stock Holding History

Sax 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 		$558K Buy
581
+71
+14% +$73.4K 0.02% 315
2026
Q1 		$545K Sell
510
-31
-6% -$32.6K 0.03% 277
2025
Q4 		$579K Buy
541
+109
+25% +$119K 0.03% 272
2025
Q3 		$504K Buy
432
+35
+9% +$39.1K 0.03% 269
2025
Q2 		$416K Buy
+397
New +$375K 0.03% 283

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Sax Wealth Advisors's BLK Position: Q2 2026 in Review

Sax Wealth Advisors increased its Blackrock (BLK) stake by 14% in Q2 2026, buying an estimated $73.4K and bringing the position to 581 shares worth $558K. The position accounts for 0.02% of the portfolio, ranked #315.

Sax Wealth Advisors first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $579K in Q4 2025. 507 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Sax Wealth Advisors held 581 shares of Blackrock worth $558K as of Q2 2026.
  • Sax Wealth Advisors bought 71 Blackrock shares in Q2 2026, an estimated $73.4K.
  • Blackrock made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #315 holding.
  • Sax Wealth Advisors first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Sax Wealth Advisors's Blackrock position peaked at $579K in Q4 2025.
  • 507 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.