Toth Financial Advisory
BLK icon

Toth Financial Advisory’s Blackrock BLK Stock Holding History

Toth Financial Advisory’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
Q3 		$14.1M Buy
13,312
+477
+4% +$521K 1.41% 16
2026
Q2 		$12.3M Buy
12,835
+697
+6% +$721K 1.2% 21
2026
Q1 		$11.7M Buy
12,138
+603
+5% +$634K 1.28% 21
2025
Q4 		$12.3M Buy
11,535
+484
+4% +$529K 1.34% 20
2025
Q3 		$12.9M Buy
11,051
+23
+0.2% +$25.7K 1.39% 19
2025
Q2 		$11.6M Buy
11,028
+769
+7% +$727K 1.35% 20
2025
Q1 		$9.7M Buy
10,259
+715
+7% +$701K 1.17% 26
2024
Q4 		$9.8M Sell
9,544
-159
-2% -$161K 1.15% 23
2024
Q3 		$9.21M Buy
9,703
+134
+1% +$116K 1.09% 31
2024
Q2 		$7.53M Buy
9,569
+687
+8% +$536K 0.96% 36
2024
Q1 		$7.4M Buy
8,882
+630
+8% +$506K 0.93% 38
2023
Q4 		$6.7M Buy
8,252
+178
+2% +$124K 0.91% 38
2023
Q3 		$5.22M Buy
8,074
+250
+3% +$175K 0.8% 45
2023
Q2 		$5.41M Buy
7,824
+313
+4% +$210K 0.78% 46
2023
Q1 		$5.03M Buy
7,511
+370
+5% +$261K 0.78% 48
2022
Q4 		$5.06M Sell
7,141
-20
-0.3% -$13.4K 0.82% 49
2022
Q3 		$3.94M Buy
7,161
+324
+5% +$212K 0.71% 57
2022
Q2 		$4.16M Buy
6,837
+241
+4% +$157K 0.73% 55
2022
Q1 		$5.04M Buy
6,596
+220
+3% +$172K 0.75% 50
2021
Q4 		$5.84M Buy
6,376
+220
+4% +$201K 0.8% 44
2021
Q3 		$5.16M Buy
6,156
+388
+7% +$348K 0.78% 46
2021
Q2 		$5.05M Buy
5,768
+148
+3% +$125K 0.77% 48
2021
Q1 		$4.24M Buy
5,620
+756
+16% +$548K 0.68% 53
2020
Q4 		$3.51M Buy
4,864
+2,074
+74% +$1.38M 0.6% 61
2020
Q3 		$1.57M Buy
2,790
+2,696
+2,868% +$1.54M 0.3% 81
2020
Q2 		$51K Buy
+94
New +$47.5K 0.01% 227

Other funds holding BLK

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Toth Financial Advisory's BLK Position: Q3 2026 in Review

Toth Financial Advisory increased its Blackrock (BLK) stake by 3.7% in Q3 2026, buying an estimated $521K and bringing the position to 13,312 shares worth $14.1M. The position accounts for 1.41% of the portfolio, ranked #16.

Toth Financial Advisory first reported a position in BLK in Q2 2020 and has held it in 26 quarters since. 1,891 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Toth Financial Advisory held 13,312 shares of Blackrock worth $14.1M as of Q3 2026.
  • Toth Financial Advisory bought 477 Blackrock shares in Q3 2026, an estimated $521K.
  • Blackrock made up 1.41% of Toth Financial Advisory's portfolio in Q3 2026, its #16 holding.
  • Toth Financial Advisory first reported a position in Blackrock in Q2 2020 and has held it in 26 quarters since.
  • 1,891 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.