SGL Investment Advisors’s Blackrock BLK Stock Holding History

SGL Investment 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	$613K	Sell	542 -2	-0.4%	-$2.07K	0.21%	86
2026 Q1	$588K	Sell	544 -6	-1%	-$6.31K	0.22%	84
2025 Q4	$580K	Buy	550 +13	+2%	+$14.2K	0.23%	83
2025 Q3	$574K	Sell	537 -170	-24%	-$190K	0.24%	89
2025 Q2	$760K	Sell	707 -2	-0.3%	-$1.89K	0.36%	56
2025 Q1	$658K	Sell	709 -5	-0.7%	-$4.9K	0.34%	61
2024 Q4	$695K	Buy	714 +6	+0.8%	+$6.09K	0.35%	56
2024 Q3	$741K	Buy	+708	New	+$613K	0.38%	54

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

SGL Investment Advisors's BLK Position: Q2 2026 in Review

SGL Investment Advisors reduced its Blackrock (BLK) stake by 0.37% in Q2 2026, selling an estimated $2.07K and leaving 542 shares worth $613K. The position accounts for 0.21% of the portfolio, ranked #86.

SGL Investment Advisors first reported a position in BLK in Q3 2024 and has held it in 8 quarters since. The position peaked at $760K in Q2 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

SGL Investment Advisors held 542 shares of Blackrock worth $613K as of Q2 2026.
SGL Investment Advisors sold 2 Blackrock shares in Q2 2026, an estimated $2.07K.
Blackrock made up 0.21% of SGL Investment Advisors's portfolio in Q2 2026, its #86 holding.
SGL Investment Advisors first reported a position in Blackrock in Q3 2024 and has held it in 8 quarters since.
SGL Investment Advisors's Blackrock position peaked at $760K in Q2 2025.
2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.