USCWA
BLK icon

U.S. Capital Wealth Advisors’s Blackrock BLK Stock Holding History

U.S. Capital 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 		$1.73M Buy
1,800
+97
+6% +$102K 0.04% 381
2025
Q4 		$1.82M Sell
1,703
-264
-13% -$289K 0.05% 359
2025
Q3 		$2.29M Buy
1,967
+294
+18% +$329K 0.06% 302
2025
Q2 		$1.76M Sell
1,673
-131
-7% -$124K 0.05% 324
2025
Q1 		$1.71M Buy
1,804
+897
+99% +$879K 0.05% 325
2024
Q4 		$929K Buy
907
+220
+32% +$223K 0.03% 438
2024
Q3 		$652K Buy
687
+31
+5% +$26.8K 0.02% 418
2024
Q2 		$517K Sell
656
-36
-5% -$28.1K 0.02% 452
2024
Q1 		$577K Sell
692
-160
-19% -$129K 0.02% 435
2023
Q4 		$692K Sell
852
-43
-5% -$30K 0.03% 395
2023
Q3 		$579K Sell
895
-37
-4% -$25.8K 0.03% 406
2023
Q2 		$644K Sell
932
-56
-6% -$37.5K 0.03% 397
2023
Q1 		$661K Buy
988
+104
+12% +$73.3K 0.03% 384
2022
Q4 		$627K Sell
884
-118
-12% -$78.8K 0.03% 413
2022
Q3 		$551K Sell
1,002
-141
-12% -$92.3K 0.03% 421
2022
Q2 		$696K Sell
1,143
-276
-19% -$180K 0.03% 409
2022
Q1 		$1.08M Sell
1,419
-4,058
-74% -$3.17M 0.04% 382
2021
Q4 		$5.01M Sell
5,477
-255
-4% -$233K 0.2% 116
2021
Q3 		$4.81M Buy
+5,732
New +$5.14M 0.21% 120

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

U.S. Capital Wealth Advisors's BLK Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Blackrock (BLK) stake by 5.7% in Q1 2026, buying an estimated $102K and bringing the position to 1,800 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #381.

U.S. Capital Wealth Advisors first reported a position in BLK in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.01M in Q4 2021. 2,321 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • U.S. Capital Wealth Advisors held 1,800 shares of Blackrock worth $1.73M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 97 Blackrock shares in Q1 2026, an estimated $102K.
  • Blackrock made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #381 holding.
  • U.S. Capital Wealth Advisors first reported a position in Blackrock in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Blackrock position peaked at $5.01M in Q4 2021.
  • 2,321 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.