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Waverly Advisors’s Blackrock BLK Stock Holding History

Waverly 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
Q1 		$20.8M Buy
21,609
+1,226
+6% +$1.29M 0.16% 136
2025
Q4 		$21.8M Sell
20,383
-46
-0.2% -$50.3K 0.18% 115
2025
Q3 		$23.8M Buy
20,429
+55
+0.3% +$61.5K 0.24% 80
2025
Q2 		$21.4M Buy
20,374
+94
+0.5% +$88.9K 0.23% 87
2025
Q1 		$19.2M Buy
20,280
+15,058
+288% +$14.8M 0.23% 90
2024
Q4 		$5.35M Buy
5,222
+1,870
+56% +$1.9M 0.08% 210
2024
Q3 		$3.18M Buy
3,352
+218
+7% +$189K 0.06% 258
2024
Q2 		$2.47M Buy
3,134
+482
+18% +$376K 0.05% 277
2024
Q1 		$2.21M Buy
2,652
+2,127
+405% +$1.71M 0.05% 244
2023
Q4 		$426K Sell
525
-42
-7% -$29.3K 0.02% 319
2023
Q3 		$367K Buy
567
+81
+17% +$56.6K 0.02% 296
2023
Q2 		$336K Buy
+486
New +$326K 0.01% 286
2022
Q1 		– Sell
-259
Closed -$200K – 206
2021
Q4 		$200K Sell
259
-195
-43% -$178K 0.02% 196
2021
Q3 		$438K Buy
454
+23
+5% +$20.6K 0.04% 134
2021
Q2 		$395K Buy
+431
New +$364K 0.04% 133
2018
Q1 		– Sell
-168
Closed -$86K – 201
2017
Q4 		$86K Buy
+168
New +$81.7K 0.01% 239
2014
Q4 		– Sell
-1,765
Closed -$579K – 454
2014
Q3 		$579K Hold
1,765
– – 0.31% 34
2014
Q2 		$564K Hold
1,765
– – 0.23% 40
2014
Q1 		$555K Buy
1,765
+31
+2% +$9.47K 0.25% 39
2013
Q4 		$549K Buy
+1,734
New +$518K 0.19% 56

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Waverly Advisors's BLK Position: Q1 2026 in Review

Waverly Advisors increased its Blackrock (BLK) stake by 6% in Q1 2026, buying an estimated $1.29M and bringing the position to 21,609 shares worth $20.8M. The position accounts for 0.16% of the portfolio, ranked #136.

Waverly Advisors first reported a position in BLK in Q4 2013 and has held it in 20 quarters since. The position peaked at $23.8M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Waverly Advisors held 21,609 shares of Blackrock worth $20.8M as of Q1 2026.
  • Waverly Advisors bought 1,226 Blackrock shares in Q1 2026, an estimated $1.29M.
  • Blackrock made up 0.16% of Waverly Advisors's portfolio in Q1 2026, its #136 holding.
  • Waverly Advisors first reported a position in Blackrock in Q4 2013 and has held it in 20 quarters since.
  • Waverly Advisors's Blackrock position peaked at $23.8M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.