W Advisors LLC’s Blackrock BLK Stock Holding History

W Advisors LLC’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 Q1	$640K	Buy	666 +9	+1%	+$9.47K	0.33%	70
2025 Q4	$703K	Sell	657 -2	-0.3%	-$2.19K	0.35%	62
2025 Q3	$768K	Buy	659 +15	+2%	+$16.8K	0.4%	56
2025 Q2	$676K	Sell	644 -16	-2%	-$15.1K	0.39%	61
2025 Q1	$625K	Buy	660 +4	+0.6%	+$3.92K	0.39%	61
2024 Q4	$672K	Buy	656 +4	+0.6%	+$4.06K	0.42%	52
2024 Q3	$619K	Buy	652 +7	+1%	+$6.06K	0.38%	58
2024 Q2	$508K	Buy	645 +4	+0.6%	+$3.12K	0.33%	65
2024 Q1	$534K	Buy	641 +4	+0.6%	+$3.21K	0.37%	61
2023 Q4	$517K	Buy	637 +95	+18%	+$66.3K	0.38%	61
2023 Q3	$350K	Sell	542 -57	-10%	-$39.8K	0.29%	68
2023 Q2	$414K	Hold	599	–	–	0.32%	68
2023 Q1	$401K	Buy	599 +7	+1%	+$4.93K	0.33%	68
2022 Q4	$420K	Hold	592	–	–	0.35%	69
2022 Q3	$325K	Sell	592 -2	-0.3%	-$1.31K	0.3%	72
2022 Q2	$361K	Buy	594 +4	+0.7%	+$2.6K	0.31%	70
2022 Q1	$451K	Buy	590 +51	+9%	+$39.8K	0.34%	66
2021 Q4	$493K	Buy	+539	New	+$492K	0.37%	63

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

W Advisors LLC's BLK Position: Q1 2026 in Review

W Advisors LLC increased its Blackrock (BLK) stake by 1.4% in Q1 2026, buying an estimated $9.47K and bringing the position to 666 shares worth $640K. The position accounts for 0.33% of the portfolio, ranked #70.

W Advisors LLC first reported a position in BLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $768K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

W Advisors LLC held 666 shares of Blackrock worth $640K as of Q1 2026.
W Advisors LLC bought 9 Blackrock shares in Q1 2026, an estimated $9.47K.
Blackrock made up 0.33% of W Advisors LLC's portfolio in Q1 2026, its #70 holding.
W Advisors LLC first reported a position in Blackrock in Q4 2021 and has held it in 18 quarters since.
W Advisors LLC's Blackrock position peaked at $768K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.