Alta Advisers’s Blackrock BLK Stock Holding History

Alta Advisers’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 Q1	$542K	Hold	564	–	–	0.2%	77
2025 Q4	$604K	Sell	564 -220	-28%	-$241K	0.22%	76
2025 Q3	$914K	Hold	784	–	–	0.28%	57
2025 Q2	$823K	Hold	784	–	–	0.29%	61
2025 Q1	$742K	Buy	784 +300	+62%	+$294K	0.32%	63
2024 Q4	$496K	Buy	484 +84	+21%	+$85.3K	0.31%	62
2024 Q3	$380K	Hold	400	–	–	0.17%	69
2024 Q2	$315K	Hold	400	–	–	0.15%	81
2024 Q1	$333K	Hold	400	–	–	0.17%	75
2023 Q4	$325K	Hold	400	–	–	0.17%	70
2023 Q3	$259K	Hold	400	–	–	0.15%	80
2023 Q2	$276K	Hold	400	–	–	0.16%	77
2023 Q1	$268K	Hold	400	–	–	0.16%	77
2022 Q4	$283K	Hold	400	–	–	0.17%	74
2022 Q3	$220K	Buy	+400	New	+$262K	0.14%	80

Other funds holding BLK

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Alta Advisers's BLK Position: Q1 2026 in Review

Alta Advisers held its Blackrock (BLK) position steady in Q1 2026 at 564 shares worth $542K. The position accounts for 0.2% of the portfolio, ranked #77.

Alta Advisers first reported a position in BLK in Q3 2022 and has held it in 15 quarters since. The position peaked at $914K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Alta Advisers held 564 shares of Blackrock worth $542K as of Q1 2026.
Alta Advisers left its Blackrock share count unchanged in Q1 2026.
Blackrock made up 0.2% of Alta Advisers's portfolio in Q1 2026, its #77 holding.
Alta Advisers first reported a position in Blackrock in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Blackrock position peaked at $914K in Q3 2025.
2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.