TCI Wealth Advisors’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
$234K Buy
+243
New +$251K 0.01% 240
2026
Q1
Sell
-205
Closed -$220K 253
2025
Q4
$220K Sell
205
-82
-29% -$89.6K 0.01% 226
2025
Q3
$335K Buy
287
+59
+26% +$66K 0.02% 187
2025
Q2
$239K Sell
228
-10
-4% -$9.46K 0.02% 212
2025
Q1
$225K Sell
238
-30
-11% -$29.4K 0.02% 210
2024
Q4
$275K Sell
268
-26
-9% -$26.4K 0.02% 181
2024
Q3
$279K Buy
294
+9
+3% +$7.79K 0.02% 191
2024
Q2
$224K Buy
285
+15
+6% +$11.7K 0.02% 205
2024
Q1
$225K Sell
270
-21
-7% -$16.9K 0.02% 197
2023
Q4
$236K Buy
+291
New +$203K 0.03% 180
2023
Q2
Sell
-176
Closed -$118K 466
2023
Q1
$118K Buy
176
+3
+2% +$2.11K 0.02% 256
2022
Q4
$123K Sell
173
-77
-31% -$51.4K 0.02% 230
2022
Q3
$138K Buy
250
+10
+4% +$6.55K 0.02% 201
2022
Q2
$146K Buy
240
+60
+33% +$39.1K 0.02% 200
2022
Q1
$138K Sell
180
-34
-16% -$26.6K 0.02% 216
2021
Q4
$196K Sell
214
-2
-0.9% -$1.82K 0.03% 179
2021
Q3
$181K Buy
216
+14
+7% +$12.5K 0.03% 200
2021
Q2
$177K Buy
202
+4
+2% +$3.38K 0.03% 198
2021
Q1
$149K Buy
198
+19
+11% +$13.8K 0.06% 189
2020
Q4
$129K Hold
179
0.06% 204
2020
Q3
$101K Hold
179
0.04% 207
2020
Q2
$97K Sell
179
-32
-15% -$16.2K 0.04% 216
2020
Q1
$93K Sell
211
-2
-0.9% -$985 0.05% 212
2019
Q4
$107K Sell
213
-18
-8% -$8.54K 0.04% 247
2019
Q3
$103K Buy
231
+50
+28% +$22.3K 0.05% 208
2019
Q2
$85K Sell
181
-15
-8% -$6.79K 0.04% 237
2019
Q1
$84K Sell
196
-6
-3% -$2.52K 0.04% 257
2018
Q4
$79K Sell
202
-4
-2% -$1.64K 0.04% 252
2018
Q3
$97K Buy
206
+7
+4% +$3.4K 0.04% 243
2018
Q2
$99K Buy
199
+32
+19% +$16.9K 0.04% 220
2018
Q1
$90K Hold
167
0.04% 238
2017
Q4
$86K Buy
167
+10
+6% +$4.86K 0.04% 254
2017
Q3
$70K Hold
157
0.03% 266
2017
Q2
$66K Buy
157
+6
+4% +$2.39K 0.03% 268
2017
Q1
$58K Buy
151
+44
+41% +$16.8K 0.03% 283
2016
Q4
$41K Buy
107
+8
+8% +$2.93K 0.02% 353
2016
Q3
$36K Buy
99
+12
+14% +$4.37K 0.02% 341
2016
Q2
$30K Hold
87
0.02% 360
2016
Q1
$30K Sell
87
-49
-36% -$15.5K 0.02% 362
2015
Q4
$46K Buy
+136
New +$46.2K 0.03% 316

Other funds holding BLK

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

TCI Wealth Advisors opened a new position in Blackrock (BLK) in Q2 2026: 243 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #240 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in BLK as recently as Q4 2025.

TCI Wealth Advisors first reported a position in BLK in Q4 2015 and has held it in 40 quarters since. The position peaked at $335K in Q3 2025. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • TCI Wealth Advisors held 243 shares of Blackrock worth $234K as of Q2 2026.
  • Blackrock was a new TCI Wealth Advisors position in Q2 2026.
  • Blackrock made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #240 holding.
  • TCI Wealth Advisors first reported a position in Blackrock in Q4 2015 and has held it in 40 quarters since.
  • TCI Wealth Advisors's Blackrock position peaked at $335K in Q3 2025.
  • 1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.