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 Q2	$210K	Buy	+218	New	+$225K	0.16%	108
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Talisman Wealth Advisors opened a new position in Blackrock (BLK) in Q2 2026: 218 shares worth $210K. The stake represents 0.16% of the portfolio and ranks #108 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in BLK as recently as Q4 2025.

Talisman Wealth Advisors first reported a position in BLK in Q4 2023 and has held it in 7 quarters since. The position peaked at $259K in Q4 2024. 2,330 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Talisman Wealth Advisors held 218 shares of Blackrock worth $210K as of Q2 2026.
Blackrock was a new Talisman Wealth Advisors position in Q2 2026.
Blackrock made up 0.16% of Talisman Wealth Advisors's portfolio in Q2 2026, its #108 holding.
Talisman Wealth Advisors first reported a position in Blackrock in Q4 2023 and has held it in 7 quarters since.
Talisman Wealth Advisors's Blackrock position peaked at $259K in Q4 2024.
2,330 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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