Spartan Wealth Advisory Services LLC’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$216K Buy
225
+4
+2% +$4.14K 0.02% 298
2026
Q1
$213K Buy
+221
New +$233K 0.02% 296

Other funds holding BLK

Spartan Wealth Advisory Services LLC's BLK Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Blackrock (BLK) stake by 1.8% in Q2 2026, buying an estimated $4.14K and bringing the position to 225 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #298.

Spartan Wealth Advisory Services LLC first reported a position in BLK in Q1 2026 and has held it in 2 quarters since. 2,236 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 225 shares of Blackrock worth $216K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 4 Blackrock shares in Q2 2026, an estimated $4.14K.
  • Blackrock made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #298 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Blackrock in Q1 2026 and has held it in 2 quarters since.
  • 2,236 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.