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SOA Wealth Advisors’s Blackrock BLK Stock Holding History

SOA 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 		$175K Sell
6,457
-6,536
-50% -$6.76M 0.03% 222
2026
Q1 		$198K Sell
12,993
-16
-0.1% -$16.8K 0.04% 198
2025
Q4 		$237K Buy
13,009
+1
+0% +$1.09K 0.04% 187
2025
Q3 		$256K Buy
13,008
+50
+0.4% +$55.9K 0.04% 180
2025
Q2 		$178K Sell
12,958
-2,420
-16% -$2.29M 0.03% 207
2025
Q1 		$164K Buy
15,378
+15,222
+9,758% +$14.9M 0.03% 206
2024
Q4 		$160K Hold
156
– – 0.03% 206
2024
Q3 		$148K Buy
156
+2
+1% +$1.73K 0.03% 211
2024
Q2 		$121K Buy
154
+1
+0.7% +$780 0.02% 227
2024
Q1 		$128K Hold
153
– – 0.03% 223
2023
Q4 		$124K Buy
153
+12
+9% +$8.38K 0.03% 216
2023
Q3 		$91K Buy
141
+1
+0.7% +$699 0.02% 235
2023
Q2 		$96.7K Buy
140
+1
+0.7% +$670 0.02% 237
2023
Q1 		$93K Buy
139
+1
+0.7% +$704 0.02% 231
2022
Q4 		$97.8K Buy
138
+1
+0.7% +$668 0.03% 223
2022
Q3 		$75K Sell
137
-3
-2% -$1.96K 0.02% 224
2022
Q2 		$85K Buy
140
+98
+233% +$63.8K 0.03% 215
2022
Q1 		$32K Hold
42
– – 0.01% 377
2021
Q4 		$39K Hold
42
– – 0.01% 329
2021
Q3 		$35K Hold
42
– – 0.01% 362
2021
Q2 		$37K Sell
42
-3
-7% -$2.53K 0.01% 351
2021
Q1 		$34K Sell
45
-5
-10% -$3.63K 0.01% 315
2020
Q4 		$36K Buy
+50
New +$33.2K 0.01% 303

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

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

SOA Wealth Advisors reduced its Blackrock (BLK) stake by 50% in Q2 2026, selling an estimated $6.76M and leaving 6,457 shares worth $175K. The position accounts for 0.03% of the portfolio, ranked #222.

SOA Wealth Advisors first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $256K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • SOA Wealth Advisors held 6,457 shares of Blackrock worth $175K as of Q2 2026.
  • SOA Wealth Advisors sold 6,536 Blackrock shares in Q2 2026, an estimated $6.76M.
  • Blackrock made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #222 holding.
  • SOA Wealth Advisors first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Blackrock position peaked at $256K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.