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Soltis Investment Advisors’s Blackrock BLK Stock Holding History

Soltis 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 		$648K Sell
674
-20
-3% -$20.7K 0.04% 313
2026
Q1 		$667K Buy
694
+48
+7% +$50.5K 0.04% 284
2025
Q4 		$691K Sell
646
-43
-6% -$47K 0.05% 263
2025
Q3 		$804K Buy
689
+48
+7% +$53.7K 0.06% 230
2025
Q2 		$673K Buy
641
+72
+13% +$68.1K 0.05% 214
2025
Q1 		$539K Buy
569
+73
+15% +$71.5K 0.05% 232
2024
Q4 		$509K Buy
496
+53
+12% +$53.8K 0.05% 236
2024
Q3 		$420K Buy
443
+177
+67% +$153K 0.04% 240
2024
Q2 		$209K Sell
266
-3
-1% -$2.34K 0.02% 306
2024
Q1 		$224K Buy
+269
New +$216K 0.03% 277
2023
Q1 		– Sell
-293
Closed -$207K – 261
2022
Q4 		$207K Buy
+293
New +$196K 0.03% 232
2022
Q3 		– Sell
-1,530
Closed -$932K – 231
2022
Q2 		$932K Sell
1,530
-182
-11% -$119K 0.14% 130
2022
Q1 		$1.31M Buy
1,712
+356
+26% +$278K 0.18% 111
2021
Q4 		$1.24M Buy
1,356
+63
+5% +$57.5K 0.18% 118
2021
Q3 		$1.08M Buy
1,293
+43
+3% +$38.5K 0.17% 116
2021
Q2 		$1.09M Buy
1,250
+99
+9% +$83.6K 0.17% 112
2021
Q1 		$868K Sell
1,151
-213
-16% -$155K 0.16% 109
2020
Q4 		$984K Buy
1,364
+265
+24% +$176K 0.18% 93
2020
Q3 		$619K Buy
1,099
+163
+17% +$93K 0.15% 115
2020
Q2 		$509K Buy
936
+340
+57% +$172K 0.13% 115
2020
Q1 		$262K Buy
596
+130
+28% +$64.1K 0.08% 137
2019
Q4 		$234K Buy
+466
New +$221K 0.05% 135

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

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

Soltis Investment Advisors reduced its Blackrock (BLK) stake by 2.9% in Q2 2026, selling an estimated $20.7K and leaving 674 shares worth $648K. The position accounts for 0.04% of the portfolio, ranked #313.

Soltis Investment Advisors first reported a position in BLK in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.31M in Q1 2022. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Soltis Investment Advisors held 674 shares of Blackrock worth $648K as of Q2 2026.
  • Soltis Investment Advisors sold 20 Blackrock shares in Q2 2026, an estimated $20.7K.
  • Blackrock made up 0.04% of Soltis Investment Advisors's portfolio in Q2 2026, its #313 holding.
  • Soltis Investment Advisors first reported a position in Blackrock in Q4 2019 and has held it in 22 quarters since.
  • Soltis Investment Advisors's Blackrock position peaked at $1.31M in Q1 2022.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.