Atria Wealth Solutions’s Blackrock BLK Stock Holding History

Atria Wealth Solutions’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	$6.44M	Sell	6,137 -3,724	-38%	-$3.52M	0.15%	163
2025 Q1	$9.33M	Buy	9,861 +864	+10%	+$847K	0.11%	194
2024 Q4	$9.22M	Buy	8,997 +8,100	+903%	+$8.22M	0.1%	205
2024 Q3	$852K	Sell	897 -8,161	-90%	-$7.06M	0.01%	979
2024 Q2	$7.13M	Sell	9,058 -2	-0%	-$1.56K	0.08%	256
2024 Q1	$7.55M	Sell	9,060 -467	-5%	-$375K	0.09%	251
2023 Q4	$7.73M	Buy	9,527 +505	+6%	+$353K	0.1%	212
2023 Q3	$5.83M	Buy	9,022 +570	+7%	+$398K	0.08%	252
2023 Q2	$5.84M	Buy	8,452 +326	+4%	+$218K	0.08%	244
2023 Q1	$5.44M	Sell	8,126 -127	-2%	-$89.5K	0.08%	246
2022 Q4	$5.85M	Buy	8,253 +179	+2%	+$120K	0.09%	229
2022 Q3	$4.44M	Sell	8,074 -603	-7%	-$395K	0.08%	255
2022 Q2	$5.28M	Buy	8,677 +1,158	+15%	+$754K	0.11%	224
2022 Q1	$5.75M	Buy	+7,519	New	+$5.87M	0.1%	227

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B 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 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

Norges Bank Oslo, Norway $935B AUM