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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
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 $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

Strategies Wealth Advisors's BLK Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its Blackrock (BLK) stake by 55% in Q1 2026, selling an estimated $365K and leaving 287 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #147.

Strategies Wealth Advisors first reported a position in BLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $679K in Q4 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Strategies Wealth Advisors held 287 shares of Blackrock worth $276K as of Q1 2026.
  • Strategies Wealth Advisors sold 347 Blackrock shares in Q1 2026, an estimated $365K.
  • Blackrock made up 0.03% of Strategies Wealth Advisors's portfolio in Q1 2026, its #147 holding.
  • Strategies Wealth Advisors first reported a position in Blackrock in Q1 2025 and has held it in 5 quarters since.
  • Strategies Wealth Advisors's Blackrock position peaked at $679K in Q4 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.