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Valeo Financial Advisors’s Blackrock BLK Stock Holding History

Valeo Financial 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 		$2.52M Buy
2,619
+215
+9% +$222K 0.05% 149
2026
Q1 		$2.31M Sell
2,404
-950
-28% -$999K 0.06% 144
2025
Q4 		$3.59M Sell
3,354
-32
-0.9% -$35K 0.08% 116
2025
Q3 		$3.95M Sell
3,386
-106
-3% -$119K 0.09% 109
2025
Q2 		$3.66M Buy
3,492
+15
+0.4% +$14.2K 0.09% 113
2025
Q1 		$3.29M Buy
3,477
+42
+1% +$41.2K 0.09% 102
2024
Q4 		$3.52M Sell
3,435
-32
-0.9% -$32.5K 0.1% 94
2024
Q3 		$3.29M Buy
3,467
+238
+7% +$206K 0.09% 108
2024
Q2 		$2.54M Buy
3,229
+267
+9% +$208K 0.08% 123
2024
Q1 		$2.26M Buy
2,962
+16
+0.5% +$12.9K 0.08% 133
2023
Q4 		$2.39M Buy
2,946
+183
+7% +$128K 0.1% 119
2023
Q3 		$1.79M Buy
2,763
+23
+0.8% +$16.1K 0.08% 137
2023
Q2 		$1.89M Sell
2,740
-187
-6% -$125K 0.09% 130
2023
Q1 		$1.96M Buy
2,927
+317
+12% +$223K 0.09% 129
2022
Q4 		$1.85M Sell
2,610
-708
-21% -$473K 0.1% 115
2022
Q3 		$1.83M Buy
3,318
+442
+15% +$289K 0.12% 108
2022
Q2 		$1.75M Sell
2,876
-220
-7% -$143K 0.11% 111
2022
Q1 		$2.37M Buy
3,096
+931
+43% +$727K 0.12% 104
2021
Q4 		$1.98M Sell
2,165
-110
-5% -$100K 0.11% 111
2021
Q3 		$1.91M Buy
2,275
+233
+11% +$209K 0.11% 118
2021
Q2 		$1.79M Buy
2,042
+121
+6% +$102K 0.11% 118
2021
Q1 		$1.45M Sell
1,921
-36
-2% -$26.1K 0.07% 153
2020
Q4 		$1.41M Buy
1,957
+160
+9% +$106K 0.07% 134
2020
Q3 		$1.01M Sell
1,797
-531
-23% -$303K 0.09% 131
2020
Q2 		$1.27M Sell
2,328
-842
-27% -$425K 0.12% 110
2020
Q1 		$1.49M Sell
3,170
-733
-19% -$361K 0.16% 90
2019
Q4 		$1.96M Sell
3,903
-163
-4% -$77.3K 0.19% 84
2019
Q3 		$1.81M Sell
4,066
-1,377
-25% -$613K 0.2% 76
2019
Q2 		$2.56M Sell
5,443
-1,526
-22% -$690K 0.29% 58
2019
Q1 		$2.98M Buy
6,969
+677
+11% +$284K 0.36% 47
2018
Q4 		$2.47M Buy
6,292
+2,785
+79% +$1.14M 0.35% 51
2018
Q3 		$1.44M Sell
3,507
-137
-4% -$66.6K 0.19% 86
2018
Q2 		$1.73M Buy
3,644
+1,733
+91% +$916K 0.24% 69
2018
Q1 		$1.03M Buy
1,911
+313
+20% +$172K 0.17% 100
2017
Q4 		$821K Buy
1,598
+368
+30% +$179K 0.13% 113
2017
Q3 		$550K Buy
+1,230
New +$525K 0.12% 118

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Valeo Financial Advisors's BLK Position: Q2 2026 in Review

Valeo Financial Advisors increased its Blackrock (BLK) stake by 8.9% in Q2 2026, buying an estimated $222K and bringing the position to 2,619 shares worth $2.52M. The position accounts for 0.05% of the portfolio, ranked #149.

Valeo Financial Advisors first reported a position in BLK in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.95M in Q3 2025. 522 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Valeo Financial Advisors held 2,619 shares of Blackrock worth $2.52M as of Q2 2026.
  • Valeo Financial Advisors bought 215 Blackrock shares in Q2 2026, an estimated $222K.
  • Blackrock made up 0.05% of Valeo Financial Advisors's portfolio in Q2 2026, its #149 holding.
  • Valeo Financial Advisors first reported a position in Blackrock in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Blackrock position peaked at $3.95M in Q3 2025.
  • 522 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.