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Wealth Preservation Advisors’s Blackrock BLK Stock Holding History

Wealth Preservation 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
Q2 		– Sell
-58
Closed -$55.3K – 195
2026
Q1 		$55.3K Buy
58
+2
+4% +$2.1K 0.05% 155
2025
Q4 		$60.4K Sell
56
-1
-2% -$1.09K 0.03% 185
2025
Q3 		$66.8K Sell
57
-2
-3% -$2.24K 0.04% 164
2025
Q2 		$62.1K Buy
59
+1
+2% +$946 0.04% 173
2025
Q1 		$55K Buy
+58
New +$56.8K 0.04% 172

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Preservation Advisors's BLK Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Blackrock (BLK) in Q2 2026, closing a stake of 58 shares — an estimated $55.3K sold.

Wealth Preservation Advisors first reported a position in BLK in Q1 2025 and held it in 5 quarters. The position peaked at $66.8K in Q3 2025. 2,333 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 58 Blackrock shares in Q2 2026, an estimated $55.3K.
  • Wealth Preservation Advisors first reported a position in Blackrock in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Blackrock position peaked at $66.8K in Q3 2025.
  • 2,333 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.