Walkner Condon Financial Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Sell
261
-1
-0.4% -$1.03K 0.03% 295
2026
Q1
$252K Sell
262
-56
-18% -$58.9K 0.03% 276
2025
Q4
$340K Sell
318
-1
-0.3% -$1.09K 0.05% 226
2025
Q3
$372K Buy
319
+84
+36% +$93.9K 0.06% 208
2025
Q2
$247K Buy
+235
New +$222K 0.05% 241

Other funds holding BLK

Walkner Condon Financial Advisors's BLK Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Blackrock (BLK) stake by 0.38% in Q2 2026, selling an estimated $1.03K and leaving 261 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #295.

Walkner Condon Financial Advisors first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $372K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Walkner Condon Financial Advisors held 261 shares of Blackrock worth $251K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 1 Blackrock share in Q2 2026, an estimated $1.03K.
  • Blackrock made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #295 holding.
  • Walkner Condon Financial Advisors first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • Walkner Condon Financial Advisors's Blackrock position peaked at $372K in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.