AWM
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Accredited Wealth Management’s Blackrock BLK Stock Holding History

Accredited 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 		$100K Sell
4
-82
-95% -$91.7K 0.07% 99
2025
Q2 		$90.2K Hold
86
– – 0.07% 101
2025
Q1 		$81.4K Hold
86
– – 0.07% 102
2024
Q4 		$88.2K Buy
+86
New +$87.3K 0.08% 109

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Accredited Wealth Management reduced its Blackrock (BLK) stake by 95% in Q3 2025, selling an estimated $91.7K and leaving 4 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #99.

Accredited Wealth Management first reported a position in BLK in Q4 2024 and has held it in 4 quarters since. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • Accredited Wealth Management held 4 shares of Blackrock worth $100K as of Q3 2025.
  • Accredited Wealth Management sold 82 Blackrock shares in Q3 2025, an estimated $91.7K.
  • Blackrock made up 0.07% of Accredited Wealth Management's portfolio in Q3 2025, its #99 holding.
  • Accredited Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 4 quarters since.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.