Wealthcare Advisory Partners’s Blackrock BLK Stock Holding History

Wealthcare Advisory Partners’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	$630K	Sell	655 -47	-7%	-$48.6K	0.01%	644
2026 Q1	$675K	Sell	702 -61	-8%	-$64.2K	0.01%	612
2025 Q4	$816K	Sell	763 -9	-1%	-$9.84K	0.02%	568
2025 Q3	$900K	Buy	772 +9	+1%	+$10.1K	0.02%	529
2025 Q2	$800K	Buy	763 +51	+7%	+$48.2K	0.02%	527
2025 Q1	$674K	Buy	+712	New	+$698K	0.02%	520
2024 Q3	–	Sell	-776	Closed	-$611K	–	877
2024 Q2	$611K	Buy	776 +51	+7%	+$39.8K	0.02%	491
2024 Q1	$605K	Buy	725 +6	+0.8%	+$4.82K	0.02%	501
2023 Q4	$584K	Sell	719 -39	-5%	-$27.2K	0.02%	456
2023 Q3	$490K	Sell	758 -143	-16%	-$99.9K	0.02%	436
2023 Q2	$623K	Buy	901 +3	+0.3%	+$2.01K	0.03%	396
2023 Q1	$601K	Buy	898 +17	+2%	+$12K	0.03%	407
2022 Q4	$624K	Buy	881 +113	+15%	+$75.5K	0.03%	368
2022 Q3	$423K	Buy	768 +234	+44%	+$153K	0.02%	402
2022 Q2	$325K	Sell	534 -232	-30%	-$151K	0.02%	407
2022 Q1	$586K	Buy	766 +111	+17%	+$86.7K	0.04%	283
2021 Q4	$600K	Buy	655 +162	+33%	+$148K	0.04%	284
2021 Q3	$413K	Buy	493 +62	+14%	+$55.6K	0.03%	352
2021 Q2	$377K	Buy	431 +37	+9%	+$31.3K	0.03%	370
2021 Q1	$297K	Buy	394 +73	+23%	+$53K	0.02%	397
2020 Q4	$232K	Buy	+321	New	+$213K	0.02%	370
2020 Q2	–	Sell	-176	Closed	-$78K	–	426
2020 Q1	$78K	Buy	176 +21	+14%	+$10.3K	0.01%	416
2019 Q4	$78K	Buy	155 +1	+0.6%	+$474	0.01%	447
2019 Q3	$69K	Hold	154	–	–	0.01%	465
2019 Q2	$72K	Buy	154 +1	+0.7%	+$452	0.01%	435
2019 Q1	$66K	Sell	153 -3	-2%	-$1.26K	0.01%	414
2018 Q4	$61K	Sell	156 -30	-16%	-$12.3K	0.01%	393
2018 Q3	$88K	Buy	186 +14	+8%	+$6.81K	0.02%	357
2018 Q2	$86K	Buy	172 +18	+12%	+$9.51K	0.02%	357
2018 Q1	$84K	Buy	154 +3	+2%	+$1.65K	0.02%	312
2017 Q4	$78K	Buy	151 +27	+22%	+$13.1K	0.02%	303
2017 Q3	$55K	Buy	+124	New	+$52.9K	0.02%	290

Other funds holding BLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Wealthcare Advisory Partners's BLK Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Blackrock (BLK) stake by 6.7% in Q2 2026, selling an estimated $48.6K and leaving 655 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #644.

Wealthcare Advisory Partners first reported a position in BLK in Q3 2017 and has held it in 32 quarters since. The position peaked at $900K in Q3 2025. 572 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Wealthcare Advisory Partners held 655 shares of Blackrock worth $630K as of Q2 2026.
Wealthcare Advisory Partners sold 47 Blackrock shares in Q2 2026, an estimated $48.6K.
Blackrock made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #644 holding.
Wealthcare Advisory Partners first reported a position in Blackrock in Q3 2017 and has held it in 32 quarters since.
Wealthcare Advisory Partners's Blackrock position peaked at $900K in Q3 2025.
572 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.