VisionPoint Advisory Group’s Blackrock BLK Stock Holding History

VisionPoint Advisory 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	$209K	Buy	+217	New	+$224K	0.03%	455
2026 Q1	–	Sell	-241	Closed	-$258K	–	447
2025 Q4	$258K	Sell	241 -62	-20%	-$67.8K	0.05%	330
2025 Q3	$353K	Buy	303 +51	+20%	+$57K	0.07%	267
2025 Q2	$264K	Buy	+252	New	+$238K	0.06%	293
2025 Q1	–	Sell	-511	Closed	-$520K	–	220
2024 Q4	$520K	Sell	511 -258	-34%	-$262K	0.18%	105
2024 Q3	$730K	Sell	769 -84	-10%	-$72.7K	0.25%	95
2024 Q2	$672K	Buy	853 +361	+73%	+$282K	0.24%	94
2024 Q1	$410K	Buy	492 +164	+50%	+$132K	0.15%	129
2023 Q4	$266K	Buy	328 +165	+101%	+$115K	0.1%	138
2023 Q3	$106K	Sell	163 -446	-73%	-$312K	0.05%	188
2023 Q2	$421K	Sell	609 -214	-26%	-$143K	0.17%	96
2023 Q1	$520K	Sell	823 -211	-20%	-$149K	0.23%	78
2022 Q4	$762K	Sell	1,034 -373	-27%	-$249K	0.32%	57
2022 Q3	$774K	Sell	1,407 -221	-14%	-$145K	0.37%	36
2022 Q2	$1.19M	Sell	1,628 -311	-16%	-$203K	0.47%	37
2022 Q1	$1.16M	Buy	1,939 +319	+20%	+$249K	0.54%	41
2021 Q4	$1.31M	Buy	1,620 +132	+9%	+$120K	0.57%	42
2021 Q3	$1.42M	Sell	1,488 -448	-23%	-$401K	0.63%	37
2021 Q2	$1.69M	Sell	1,936 -686	-26%	-$579K	0.75%	39
2021 Q1	$1.98M	Sell	2,622 -259	-9%	-$188K	0.95%	41
2020 Q4	$2.08M	Buy	+2,881	New	+$1.91M	1.05%	21

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

VisionPoint Advisory Group's BLK Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in Blackrock (BLK) in Q2 2026: 217 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #455 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in BLK as recently as Q4 2025.

VisionPoint Advisory Group first reported a position in BLK in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.08M in Q4 2020. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

VisionPoint Advisory Group held 217 shares of Blackrock worth $209K as of Q2 2026.
Blackrock was a new VisionPoint Advisory Group position in Q2 2026.
Blackrock made up 0.03% of VisionPoint Advisory Group's portfolio in Q2 2026, its #455 holding.
VisionPoint Advisory Group first reported a position in Blackrock in Q4 2020 and has held it in 21 quarters since.
VisionPoint Advisory Group's Blackrock position peaked at $2.08M in Q4 2020.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.