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Strategies Wealth Advisors’s Blackrock BLK Stock Holding History

Strategies 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 		$277K Buy
288
+1
+0.3% +$1.03K 0.02% 172
2026
Q1 		$276K Sell
287
-347
-55% -$365K 0.03% 147
2025
Q4 		$679K Buy
634
+85
+15% +$92.9K 0.07% 74
2025
Q3 		$640K Buy
549
+55
+11% +$61.5K 0.07% 85
2025
Q2 		$518K Buy
494
+2
+0.4% +$1.89K 0.06% 99
2025
Q1 		$466K Buy
+492
New +$482K 0.06% 100

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

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

Strategies Wealth Advisors increased its Blackrock (BLK) stake by 0.35% in Q2 2026, buying an estimated $1.03K and bringing the position to 288 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #172.

Strategies Wealth Advisors first reported a position in BLK in Q1 2025 and has held it in 6 quarters since. The position peaked at $679K in Q4 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Strategies Wealth Advisors held 288 shares of Blackrock worth $277K as of Q2 2026.
  • Strategies Wealth Advisors bought 1 Blackrock share in Q2 2026, an estimated $1.03K.
  • Blackrock made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • Strategies Wealth Advisors first reported a position in Blackrock in Q1 2025 and has held it in 6 quarters since.
  • Strategies Wealth Advisors's Blackrock position peaked at $679K in Q4 2025.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.