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Sound View Wealth Advisors Group’s Blackrock BLK Stock Holding History

Sound View Wealth Advisors Group’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
Q1 		$1.29M Sell
1,336
-18
-1% -$18.9K 0.09% 160
2025
Q4 		$1.45M Buy
1,354
+7
+0.5% +$7.65K 0.1% 154
2025
Q3 		$1.57M Sell
1,347
-113
-8% -$126K 0.11% 152
2025
Q2 		$1.53M Buy
1,460
+17
+1% +$16.1K 0.11% 147
2025
Q1 		$1.37M Sell
1,443
-26
-2% -$25.5K 0.11% 149
2024
Q4 		$1.51M Sell
1,469
-150
-9% -$152K 0.12% 140
2024
Q3 		$1.54M Buy
1,619
+63
+4% +$54.5K 0.13% 142
2024
Q2 		$1.23M Buy
1,556
+225
+17% +$176K 0.13% 143
2024
Q1 		$1.11M Buy
1,331
+59
+5% +$47.4K 0.12% 154
2023
Q4 		$1.03M Buy
1,272
+534
+72% +$373K 0.11% 153
2023
Q3 		$477K Buy
738
+4
+0.5% +$2.79K 0.06% 227
2023
Q2 		$507K Sell
734
-6
-0.8% -$4.02K 0.07% 222
2023
Q1 		$495K Sell
740
-532
-42% -$375K 0.07% 219
2022
Q4 		$1.03M Buy
1,272
+474
+59% +$317K 0.11% 153
2022
Q3 		$439K Buy
798
+3
+0.4% +$1.96K 0.1% 177
2022
Q2 		$484K Buy
795
+129
+19% +$84K 0.1% 168
2022
Q1 		$509K Buy
666
+39
+6% +$30.5K 0.1% 172
2021
Q4 		$574K Buy
627
+27
+5% +$24.6K 0.11% 168
2021
Q3 		$503K Sell
600
-30
-5% -$26.9K 0.11% 171
2021
Q2 		$551K Sell
630
-51
-7% -$43.1K 0.12% 157
2021
Q1 		$514K Buy
681
+41
+6% +$29.7K 0.12% 155
2020
Q4 		$462K Buy
640
+5
+0.8% +$3.32K 0.11% 159
2020
Q3 		$358K Buy
635
+100
+19% +$57.1K 0.09% 175
2020
Q2 		$291K Sell
535
-89
-14% -$44.9K 0.08% 190
2020
Q1 		$275K Sell
624
-14
-2% -$6.9K 0.1% 173
2019
Q4 		$321K Sell
638
-119
-16% -$56.5K 0.09% 180
2019
Q3 		$338K Sell
757
-37
-5% -$16.5K 0.1% 176
2019
Q2 		$373K Buy
+794
New +$359K 0.11% 166

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors Group's BLK Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Blackrock (BLK) stake by 1.3% in Q1 2026, selling an estimated $18.9K and leaving 1,336 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #160.

Sound View Wealth Advisors Group first reported a position in BLK in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.57M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,336 shares of Blackrock worth $1.29M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 18 Blackrock shares in Q1 2026, an estimated $18.9K.
  • Blackrock made up 0.09% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #160 holding.
  • Sound View Wealth Advisors Group first reported a position in Blackrock in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Blackrock position peaked at $1.57M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.