Valued Wealth Advisors’s Blackrock BLK Stock Holding History

Valued 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	$31.5K	Sell	33 -1	-3%	-$1.03K	0.01%	151
2026 Q1	$32.5K	Buy	34 +9	+36%	+$9.47K	0.01%	135
2025 Q4	$26.4K	Buy	25 +1	+4%	+$1.09K	0.01%	136
2025 Q3	$27.5K	Hold	24	–	–	0.01%	125
2025 Q2	$24.7K	Buy	24 +1	+4%	+$946	0.01%	132
2025 Q1	$22.2K	Sell	23 -1	-4%	-$980	0.01%	147
2024 Q4	$25K	Sell	24 -2	-8%	-$2.03K	0.02%	137
2024 Q3	$25K	Hold	26	–	–	0.02%	130
2024 Q2	$20.8K	Buy	26 +2	+8%	+$1.56K	0.01%	130
2024 Q1	$20.3K	Buy	24 +4	+20%	+$3.21K	0.01%	125
2023 Q4	$13.1K	Buy	+20	New	+$14K	0.01%	101

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valued Wealth Advisors's BLK Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Blackrock (BLK) stake by 2.9% in Q2 2026, selling an estimated $1.03K and leaving 33 shares worth $31.5K. The position accounts for 0.01% of the portfolio, ranked #151.

Valued Wealth Advisors first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $32.5K in Q1 2026. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Valued Wealth Advisors held 33 shares of Blackrock worth $31.5K as of Q2 2026.
Valued Wealth Advisors sold 1 Blackrock share in Q2 2026, an estimated $1.03K.
Blackrock made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Valued Wealth Advisors first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Blackrock position peaked at $32.5K in Q1 2026.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.