Alterna Wealth Management’s Blackrock BLK Stock Holding History

Alterna 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 Q2	–	Sell	-353	Closed	-$334K	–	107
2025 Q1	$334K	Buy	353 +99	+39%	+$97K	0.25%	69
2024 Q4	$260K	Hold	254	–	–	0.22%	79
2024 Q3	$241K	Buy	+254	New	+$220K	0.22%	82
2019 Q1	–	Sell	-1,078	Closed	-$455K	–	135
2018 Q4	$455K	Buy	+1,078	New	+$442K	0.07%	191

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

Norges Bank Oslo, Norway $935B AUM

Alterna Wealth Management's BLK Position: Q2 2025 in Review

Alterna Wealth Management sold out of Blackrock (BLK) in Q2 2025, closing a stake of 353 shares — an estimated $334K sold.

Alterna Wealth Management first reported a position in BLK in Q4 2018 and held it in 4 quarters. The position peaked at $455K in Q4 2018. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

Alterna Wealth Management reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
Alterna Wealth Management sold 353 Blackrock shares in Q2 2025, an estimated $334K.
Alterna Wealth Management first reported a position in Blackrock in Q4 2018 and held it in 4 quarters.
Alterna Wealth Management's Blackrock position peaked at $455K in Q4 2018.
2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Alterna Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.