Amplius Wealth Advisors’s Blackrock BLK Stock Holding History

Amplius Wealth Advisors’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	–	Sell	-334	Closed	-$350K	–	180
2025 Q2	$350K	Sell	334 -3	-0.9%	-$2.84K	0.03%	144
2025 Q1	$319K	Buy	337 +8	+2%	+$7.84K	0.03%	132
2024 Q4	$337K	Buy	+329	New	+$334K	0.03%	128
2024 Q3	–	Sell	-317	Closed	-$250K	–	176
2024 Q2	$250K	Hold	317	–	–	0.03%	146
2024 Q1	$264K	Sell	317 -440	-58%	-$353K	0.03%	141
2023 Q4	$615K	Sell	757 -4	-0.5%	-$2.79K	0.07%	86
2023 Q3	$492K	Hold	761	–	–	0.07%	94
2023 Q2	$526K	Hold	761	–	–	0.07%	94
2023 Q1	$509K	Hold	761	–	–	0.07%	92
2022 Q4	$539K	Buy	761 +6	+0.8%	+$4.01K	0.09%	82
2022 Q3	$415K	Buy	755 +6	+0.8%	+$3.93K	0.07%	99
2022 Q2	$456K	Sell	749 -27	-3%	-$17.6K	0.07%	97
2022 Q1	$592K	Buy	776 +5	+0.6%	+$3.91K	0.09%	90
2021 Q4	$705K	Buy	+771	New	+$704K	0.1%	84

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

Amplius Wealth Advisors's BLK Position: Q3 2025 in Review

Amplius Wealth Advisors sold out of Blackrock (BLK) in Q3 2025, closing a stake of 334 shares — an estimated $350K sold.

Amplius Wealth Advisors first reported a position in BLK in Q4 2021 and held it in 14 quarters. The position peaked at $705K in Q4 2021. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

Amplius Wealth Advisors reported no remaining Blackrock position as of Q3 2025 after selling out during the quarter.
Amplius Wealth Advisors sold 334 Blackrock shares in Q3 2025, an estimated $350K.
Amplius Wealth Advisors first reported a position in Blackrock in Q4 2021 and held it in 14 quarters.
Amplius Wealth Advisors's Blackrock position peaked at $705K in Q4 2021.
2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Amplius Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.