Wealth Enhancement Advisory Services’s Blackrock BLK Stock Holding History

Wealth Enhancement Advisory Services’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	$31M	Buy	50,374 +1,132	+2%	+$1.17M	0.05%	314
2026 Q1	$28M	Buy	49,242 +12,204	+33%	+$12.8M	0.06%	300
2025 Q4	$41M	Buy	37,038 +288	+0.8%	+$315K	0.06%	299
2025 Q3	$42.9M	Buy	36,750 +367	+1%	+$410K	0.06%	264
2025 Q2	$39.4M	Buy	36,383 +1,334	+4%	+$1.26M	0.07%	269
2025 Q1	$33.2M	Buy	35,049 +1,740	+5%	+$1.71M	0.06%	282
2024 Q4	$34.1M	Buy	33,309 +1,364	+4%	+$1.38M	0.07%	270
2024 Q3	$30.3M	Buy	31,945 +1,681	+6%	+$1.45M	0.07%	282
2024 Q2	$23.8M	Buy	30,264 +490	+2%	+$382K	0.06%	297
2024 Q1	$24.8M	Buy	29,774 +689	+2%	+$554K	0.06%	278
2023 Q4	$23.6M	Buy	29,085 +584	+2%	+$408K	0.07%	272
2023 Q3	$18.4M	Buy	28,501 +28,155	+8,137%	+$19.7M	0.06%	292
2023 Q2	$239K	Sell	346 -97	-22%	-$65K	﹤0.01%	469
2023 Q1	$297K	Buy	+443	New	+$312K	﹤0.01%	441
2021 Q4	–	Sell	-1,260	Closed	-$1.17M	–	301
2021 Q3	$1.17M	Buy	+1,260	New	+$1.13M	0.02%	202
2020 Q1	–	Sell	-3,900	Closed	-$1.96M	–	223
2019 Q4	$1.96M	Sell	3,900 -3,676	-49%	-$1.74M	0.07%	112
2019 Q3	$3.29M	Buy	+7,576	New	+$3.37M	0.13%	74

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

Wealth Enhancement Advisory Services's BLK Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Blackrock (BLK) stake by 2.3% in Q2 2026, buying an estimated $1.17M and bringing the position to 50,374 shares worth $31M. The position accounts for 0.05% of the portfolio, ranked #314.

Wealth Enhancement Advisory Services first reported a position in BLK in Q3 2019 and has held it in 17 quarters since. The position peaked at $42.9M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Wealth Enhancement Advisory Services held 50,374 shares of Blackrock worth $31M as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,132 Blackrock shares in Q2 2026, an estimated $1.17M.
Blackrock made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #314 holding.
Wealth Enhancement Advisory Services first reported a position in Blackrock in Q3 2019 and has held it in 17 quarters since.
Wealth Enhancement Advisory Services's Blackrock position peaked at $42.9M in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.