Worth Financial Advisory Group’s Blackrock BLK Stock Holding History

Worth Financial Advisory Group’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	$401K	Buy	417 +412	+8,240%	+$426K	0.17%	130
2026 Q1	$258K	Sell	5 -292	-98%	-$307K	0.11%	48
2025 Q4	$318K	Buy	+297	New	+$325K	0.15%	140

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

Worth Financial Advisory Group's BLK Position: Q2 2026 in Review

Worth Financial Advisory Group increased its Blackrock (BLK) stake by 8,240% in Q2 2026, buying an estimated $426K and bringing the position to 417 shares worth $401K. The position accounts for 0.17% of the portfolio, ranked #130.

Worth Financial Advisory Group first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Worth Financial Advisory Group held 417 shares of Blackrock worth $401K as of Q2 2026.
Worth Financial Advisory Group bought 412 Blackrock shares in Q2 2026, an estimated $426K.
Blackrock made up 0.17% of Worth Financial Advisory Group's portfolio in Q2 2026, its #130 holding.
Worth Financial Advisory Group first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.