Atticus Wealth Management’s Blackrock BLK Stock Holding History

Atticus 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 Q3	–	Sell	-120	Closed	-$126K	–	252
2025 Q2	$126K	Hold	120	–	–	0.03%	222
2025 Q1	$114K	Hold	120	–	–	0.04%	150
2024 Q4	$123K	Hold	120	–	–	0.04%	148
2024 Q3	$114K	Sell	120 -1	-0.8%	-$865	0.04%	160
2024 Q2	$95.3K	Hold	121	–	–	0.03%	171
2024 Q1	$101K	Hold	121	–	–	0.03%	169
2023 Q4	$98.2K	Hold	121	–	–	0.03%	171
2023 Q3	$78.2K	Hold	121	–	–	0.03%	200
2023 Q2	$83.6K	Sell	121 -19	-14%	-$12.7K	0.03%	197
2023 Q1	$93.7K	Sell	140 -61	-30%	-$43K	0.04%	179
2022 Q4	$142K	Sell	201 -57	-22%	-$38.1K	0.06%	150
2022 Q3	$157K	Hold	258	–	–	0.08%	129
2022 Q2	$157K	Sell	258 -17	-6%	-$11.1K	0.07%	145
2022 Q1	$210K	Sell	275 -4	-1%	-$3.13K	0.08%	139
2021 Q4	$255K	Buy	279 +189	+210%	+$172K	0.1%	112
2021 Q3	$75K	Hold	90	–	–	0.03%	195
2021 Q2	$79K	Hold	90	–	–	0.03%	190
2021 Q1	$68K	Hold	90	–	–	0.03%	188
2020 Q4	$65K	Hold	90	–	–	0.03%	185
2020 Q3	$51K	Hold	90	–	–	0.03%	175
2020 Q2	$49K	Sell	90 -10	-10%	-$5.05K	0.03%	172
2020 Q1	$44K	Hold	100	–	–	0.04%	174
2019 Q4	$50K	Buy	+100	New	+$47.4K	0.03%	179

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

Atticus Wealth Management's BLK Position: Q3 2025 in Review

Atticus Wealth Management sold out of Blackrock (BLK) in Q3 2025, closing a stake of 120 shares — an estimated $126K sold.

Atticus Wealth Management first reported a position in BLK in Q4 2019 and held it in 23 quarters. The position peaked at $255K in Q4 2021. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

Atticus Wealth Management reported no remaining Blackrock position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 120 Blackrock shares in Q3 2025, an estimated $126K.
Atticus Wealth Management first reported a position in Blackrock in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's Blackrock position peaked at $255K in Q4 2021.
2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.