Talisman Wealth Advisors’s Blackrock BLK Stock Holding History

Talisman 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	–	Sell	-3,921	Closed	-$207K	–	104
2025 Q4	$207K	Buy	+3,921	New	+$4.29M	0.16%	110
2025 Q1	–	Sell	-253	Closed	-$259K	–	105
2024 Q4	$259K	Sell	253 -10	-4%	-$10.1K	0.27%	84
2024 Q3	$248K	Sell	263 -7	-3%	-$6.06K	0.26%	92
2024 Q2	$212K	Buy	270 +5	+2%	+$3.9K	0.25%	93
2024 Q1	$221K	Sell	265 -2	-0.7%	-$1.61K	0.28%	84
2023 Q4	$217K	Buy	+267	New	+$186K	0.32%	80

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Talisman Wealth Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 3,921 shares — an estimated $207K sold.

Talisman Wealth Advisors first reported a position in BLK in Q4 2023 and held it in 6 quarters. The position peaked at $259K in Q4 2024. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Talisman Wealth Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 3,921 Blackrock shares in Q1 2026, an estimated $207K.
Talisman Wealth Advisors first reported a position in Blackrock in Q4 2023 and held it in 6 quarters.
Talisman Wealth Advisors's Blackrock position peaked at $259K in Q4 2024.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

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