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Twin Peaks Wealth Advisors’s Blackrock BLK Stock Holding History

Twin Peaks 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 		– Sell
-120
Closed -$116K – 482
2026
Q1 		$116K Buy
+120
New +$126K 0.03% 265
2025
Q3 		– Sell
-117
Closed -$135K – 416
2025
Q2 		$135K Buy
+117
New +$111K 0.04% 200

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Twin Peaks Wealth Advisors's BLK Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 120 shares — an estimated $116K sold.

Twin Peaks Wealth Advisors first reported a position in BLK in Q2 2025 and held it in 2 quarters. The position peaked at $135K in Q2 2025. 2,333 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 120 Blackrock shares in Q2 2026, an estimated $116K.
  • Twin Peaks Wealth Advisors first reported a position in Blackrock in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Blackrock position peaked at $135K in Q2 2025.
  • 2,333 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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