Beverly Hills Private Wealth’s Blackrock BLK Stock Holding History

Beverly Hills Private Wealth’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
2026 Q1	$3.23M	Sell	3,356 -5	-0.1%	-$5.26K	0.54%	54
2025 Q4	$3.6M	Sell	3,361 -266	-7%	-$291K	0.62%	43
2025 Q3	$4.23M	Sell	3,627 -473	-12%	-$529K	0.75%	31
2025 Q2	$4.3M	Buy	4,100 +12	+0.3%	+$11.3K	0.81%	26
2025 Q1	$3.87M	Buy	4,088 +6	+0.1%	+$5.88K	0.77%	29
2024 Q4	$4.18M	Buy	+4,082	New	+$4.14M	0.85%	25
2024 Q3	–	Sell	-4,981	Closed	-$3.92M	–	342
2024 Q2	$3.92M	Buy	4,981 +258	+5%	+$201K	0.85%	28
2024 Q1	$3.94M	Buy	4,723 +13	+0.3%	+$10.4K	0.91%	22
2023 Q4	$3.82M	Buy	4,710 +56	+1%	+$39.1K	1%	20
2023 Q3	$3.01M	Sell	4,654 -3,813	-45%	-$2.66M	0.9%	25
2023 Q2	$6.01M	Buy	8,467 +4,098	+94%	+$2.74M	0.99%	22
2023 Q1	$2.92M	Buy	4,369 +667	+18%	+$470K	0.91%	27
2022 Q4	$2.62M	Buy	+3,702	New	+$2.47M	1.15%	20

Other funds holding BLK

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return