Advus Financial Partners, LLC’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$280K Buy
292
+3
+1% +$3.1K 0.06% 204
2026
Q1
$278K Buy
+289
New +$304K 0.07% 193
2025
Q4
Sell
-234
Closed -$272K 249
2025
Q3
$272K Sell
234
-17
-7% -$19K 0.07% 213
2025
Q2
$263K Sell
251
-1
-0.4% -$946 0.07% 212
2025
Q1
$238K Sell
252
-25
-9% -$24.5K 0.07% 211
2024
Q4
$284K Buy
+277
New +$281K 0.08% 176

Other funds holding BLK

Advus Financial Partners, LLC's BLK Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Blackrock (BLK) stake by 1% in Q2 2026, buying an estimated $3.1K and bringing the position to 292 shares worth $280K. The position accounts for 0.06% of the portfolio, ranked #204.

Advus Financial Partners, LLC first reported a position in BLK in Q4 2024 and has held it in 6 quarters since. The position peaked at $284K in Q4 2024. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Advus Financial Partners, LLC held 292 shares of Blackrock worth $280K as of Q2 2026.
  • Advus Financial Partners, LLC bought 3 Blackrock shares in Q2 2026, an estimated $3.1K.
  • Blackrock made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #204 holding.
  • Advus Financial Partners, LLC first reported a position in Blackrock in Q4 2024 and has held it in 6 quarters since.
  • Advus Financial Partners, LLC's Blackrock position peaked at $284K in Q4 2024.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.