SSA
BLK icon

Sierra Summit Advisors’s Blackrock BLK Stock Holding History

Sierra Summit 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 		$849K Sell
883
-32
-3% -$33.1K 0.09% 147
2026
Q1 		$880K Buy
915
+86
+10% +$90.5K 0.13% 126
2025
Q4 		$887K Buy
829
+16
+2% +$17.5K 0.14% 106
2025
Q3 		$948K Buy
813
+11
+1% +$12.3K 0.14% 96
2025
Q2 		$841K Buy
802
+28
+4% +$26.5K 0.15% 96
2025
Q1 		$733K Sell
774
-71
-8% -$69.6K 0.16% 96
2024
Q4 		$866K Buy
845
+176
+26% +$179K 0.17% 74
2024
Q3 		$635K Buy
669
+137
+26% +$119K 0.15% 85
2024
Q2 		$419K Buy
532
+89
+20% +$69.4K 0.1% 109
2024
Q1 		$369K Sell
443
-127
-22% -$102K 0.1% 109
2023
Q4 		$463K Buy
+570
New +$398K 0.14% 90

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 $3.37T AUM 44.26% 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

Sierra Summit Advisors's BLK Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Blackrock (BLK) stake by 3.5% in Q2 2026, selling an estimated $33.1K and leaving 883 shares worth $849K. The position accounts for 0.09% of the portfolio, ranked #147.

Sierra Summit Advisors first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $948K in Q3 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Sierra Summit Advisors held 883 shares of Blackrock worth $849K as of Q2 2026.
  • Sierra Summit Advisors sold 32 Blackrock shares in Q2 2026, an estimated $33.1K.
  • Blackrock made up 0.09% of Sierra Summit Advisors's portfolio in Q2 2026, its #147 holding.
  • Sierra Summit Advisors first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • Sierra Summit Advisors's Blackrock position peaked at $948K in Q3 2025.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.