Balboa Wealth Partners’s Blackrock BLK Stock Holding History

Balboa Wealth Partners’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 Q1	–	Sell	-259	Closed	-$266K	–	330
2024 Q4	$266K	Buy	+259	New	+$263K	0.06%	231

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Balboa Wealth Partners's BLK Position: Q1 2025 in Review

Balboa Wealth Partners sold out of Blackrock (BLK) in Q1 2025, closing a stake of 259 shares — an estimated $266K sold.

Balboa Wealth Partners first reported a position in BLK in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

Balboa Wealth Partners reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
Balboa Wealth Partners sold 259 Blackrock shares in Q1 2025, an estimated $266K.
Balboa Wealth Partners first reported a position in Blackrock in Q4 2024 and held it in 1 quarter.
Balboa Wealth Partners's Blackrock position peaked at $266K in Q4 2024.
2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Balboa Wealth Partners's 13F filing for Q1 2025, filed 23 Apr 2025.