VA
BLK icon

Valmark Advisers’s Blackrock BLK Stock Holding History

Valmark Advisers’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 		$1.34M Hold
1,389
– – 0.01% 322
2026
Q1 		$1.34M Sell
1,389
-7
-0.5% -$7.37K 0.02% 306
2025
Q4 		$1.49M Sell
1,396
-45
-3% -$49.2K 0.02% 287
2025
Q3 		$1.68M Buy
1,441
+13
+0.9% +$14.5K 0.02% 259
2025
Q2 		$1.5M Buy
1,428
+18
+1% +$17K 0.02% 272
2025
Q1 		$1.33M Sell
1,410
-54
-4% -$52.9K 0.02% 267
2024
Q4 		$1.5M Sell
1,464
-63
-4% -$63.9K 0.02% 252
2024
Q3 		$1.45M Buy
1,527
+76
+5% +$65.8K 0.02% 246
2024
Q2 		$1.14M Sell
1,451
-7
-0.5% -$5.46K 0.02% 256
2024
Q1 		$1.22M Buy
1,458
+8
+0.6% +$6.43K 0.02% 234
2023
Q4 		$1.18M Sell
1,450
-20
-1% -$14K 0.02% 228
2023
Q3 		$950K Buy
1,470
+98
+7% +$68.5K 0.02% 233
2023
Q2 		$948K Sell
1,372
-12
-0.9% -$8.04K 0.02% 236
2023
Q1 		$926K Buy
1,384
+5
+0.4% +$3.52K 0.02% 231
2022
Q4 		$977K Sell
1,379
-14
-1% -$9.35K 0.02% 217
2022
Q3 		$767K Sell
1,393
-14
-1% -$9.16K 0.02% 217
2022
Q2 		$857K Sell
1,407
-26
-2% -$16.9K 0.02% 216
2022
Q1 		$1.09M Sell
1,433
-35
-2% -$27.3K 0.02% 199
2021
Q4 		$1.34M Sell
1,468
-2
-0.1% -$1.82K 0.02% 161
2021
Q3 		$1.23M Buy
1,470
+82
+6% +$73.5K 0.02% 161
2021
Q2 		$1.21M Sell
1,388
-48
-3% -$40.5K 0.02% 167
2021
Q1 		$1.08M Buy
1,436
+220
+18% +$160K 0.02% 173
2020
Q4 		$877K Buy
+1,216
New +$806K 0.02% 186

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

Valmark Advisers's BLK Position: Q2 2026 in Review

Valmark Advisers held its Blackrock (BLK) position steady in Q2 2026 at 1,389 shares worth $1.34M. The position accounts for 0.01% of the portfolio, ranked #322.

Valmark Advisers first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.68M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Valmark Advisers held 1,389 shares of Blackrock worth $1.34M as of Q2 2026.
  • Valmark Advisers left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #322 holding.
  • Valmark Advisers first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Valmark Advisers's Blackrock position peaked at $1.68M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.