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Arete Wealth Advisors’s Blackrock BLK Stock Holding History

Arete 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
Q4 		– Sell
-2,326
Closed -$2.71M – 400
2025
Q3 		$2.71M Buy
+2,326
New +$2.6M 0.17% 120
2024
Q4 		– Sell
-1,613
Closed -$1.52M – 750
2024
Q3 		$1.52M Sell
1,613
-348
-18% -$301K 0.13% 161
2024
Q2 		$1.54M Buy
+1,961
New +$1.53M 0.13% 166
2024
Q1 		– Sell
-2,136
Closed -$1.73M – 423
2023
Q4 		$1.73M Buy
2,136
+5
+0.2% +$3.49K 0.13% 163
2023
Q3 		$1.38M Buy
2,131
+359
+20% +$251K 0.24% 91
2023
Q2 		$1.23M Buy
1,772
+32
+2% +$21.4K 0.11% 178
2023
Q1 		$1.16M Buy
1,740
+28
+2% +$19.7K 0.09% 187
2022
Q4 		$1.21M Buy
1,712
+184
+12% +$123K 0.11% 173
2022
Q3 		$841K Buy
1,528
+382
+33% +$250K 0.08% 206
2022
Q2 		$698K Sell
1,146
-5
-0.4% -$3.26K 0.07% 193
2022
Q1 		$880K Buy
1,151
+145
+14% +$113K 0.07% 201
2021
Q4 		$918K Buy
1,006
+368
+58% +$336K 0.08% 199
2021
Q3 		$535K Buy
638
+89
+16% +$79.8K 0.06% 250
2021
Q2 		$426K Buy
549
+47
+9% +$39.7K 0.06% 224
2021
Q1 		$378K Sell
502
-1
-0.2% -$725 0.05% 284
2020
Q4 		$362K Sell
503
-1,061
-68% -$704K 0.05% 279
2020
Q3 		$892K Buy
1,564
+21
+1% +$12K 0.13% 162
2020
Q2 		$839K Sell
1,543
-537
-26% -$271K 0.15% 162
2020
Q1 		$915K Sell
2,080
-606
-23% -$299K 0.18% 129
2019
Q4 		$1.35M Sell
2,686
-17
-0.6% -$8.06K 0.23% 102
2019
Q3 		$1.2M Buy
2,703
+81
+3% +$36.1K 0.23% 110
2019
Q2 		$1.23M Sell
2,622
-134
-5% -$60.6K 0.24% 102
2019
Q1 		$1.18M Buy
2,756
+942
+52% +$395K 0.25% 104
2018
Q4 		$713K Buy
1,814
+1,245
+219% +$510K 0.17% 146
2018
Q3 		$268K Buy
569
+146
+35% +$71K 0.06% 282
2018
Q2 		$211K Buy
+423
New +$224K 0.05% 338

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's BLK Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 2,326 shares — an estimated $2.71M sold.

Arete Wealth Advisors first reported a position in BLK in Q2 2018 and held it in 26 quarters. The position peaked at $2.71M in Q3 2025. 2,421 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,326 Blackrock shares in Q4 2025, an estimated $2.71M.
  • Arete Wealth Advisors first reported a position in Blackrock in Q2 2018 and held it in 26 quarters.
  • Arete Wealth Advisors's Blackrock position peaked at $2.71M in Q3 2025.
  • 2,421 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.