UAG
BLK icon

United Advisor Group’s Blackrock BLK Stock Holding History

United Advisor Group’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 		$458K Hold
476
– – 0.05% 335
2026
Q1 		$458K Buy
476
+18
+4% +$18.9K 0.06% 309
2025
Q4 		$490K Buy
458
+19
+4% +$20.8K 0.06% 284
2025
Q3 		$512K Buy
439
+39
+10% +$43.6K 0.07% 261
2025
Q2 		$420K Sell
400
-19
-5% -$18K 0.07% 253
2025
Q1 		$397K Sell
419
-227
-35% -$222K 0.08% 222
2024
Q4 		$662K Buy
+646
New +$656K 0.13% 164

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

United Advisor Group's BLK Position: Q2 2026 in Review

United Advisor Group held its Blackrock (BLK) position steady in Q2 2026 at 476 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #335.

United Advisor Group first reported a position in BLK in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q4 2024. 2,324 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • United Advisor Group held 476 shares of Blackrock worth $458K as of Q2 2026.
  • United Advisor Group left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #335 holding.
  • United Advisor Group first reported a position in Blackrock in Q4 2024 and has held it in 7 quarters since.
  • United Advisor Group's Blackrock position peaked at $662K in Q4 2024.
  • 2,324 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.