1858 Wealth Management’s Blackrock BLK Stock Holding History

1858 Wealth Management’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
2025 Q3	$282K	Hold	242	–	–	0.2%	80
2025 Q2	$254K	Hold	242	–	–	0.19%	98
2025 Q1	$229K	Hold	242	–	–	0.19%	104
2024 Q4	$248K	Hold	242	–	–	0.2%	105
2024 Q3	$230K	Buy	+242	New	+$209K	0.19%	106

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1858 Wealth Management's BLK Position: Q3 2025 in Review

1858 Wealth Management held its Blackrock (BLK) position steady in Q3 2025 at 242 shares worth $282K. The position accounts for 0.2% of the portfolio, ranked #80.

1858 Wealth Management first reported a position in BLK in Q3 2024 and has held it in 5 quarters since. 2,275 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

1858 Wealth Management held 242 shares of Blackrock worth $282K as of Q3 2025.
1858 Wealth Management left its Blackrock share count unchanged in Q3 2025.
Blackrock made up 0.2% of 1858 Wealth Management's portfolio in Q3 2025, its #80 holding.
1858 Wealth Management first reported a position in Blackrock in Q3 2024 and has held it in 5 quarters since.
2,275 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.