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BigSur Wealth Management’s Blackrock BLK Stock Holding History

BigSur 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
-489
Closed -$513K – 159
2025
Q2 		$513K Buy
489
+13
+3% +$12.3K 0.13% 121
2025
Q1 		$451K Hold
476
– – 0.12% 122
2024
Q4 		$488K Sell
476
-13
-3% -$13.2K 0.14% 118
2024
Q3 		$464K Hold
489
– – 0.13% 121
2024
Q2 		$385K Sell
489
-28
-5% -$21.8K 0.12% 120
2024
Q1 		$431K Buy
517
+10
+2% +$8.03K 0.14% 115
2023
Q4 		$412K Buy
507
+18
+4% +$12.6K 0.2% 85
2023
Q3 		$316K Buy
489
+21
+4% +$14.7K 0.16% 88
2023
Q2 		$323K Sell
468
-428
-48% -$287K 0.15% 93
2023
Q1 		$600K Sell
896
-72
-7% -$50.7K 0.28% 77
2022
Q4 		$686K Sell
968
-20
-2% -$13.4K 0.33% 69
2022
Q3 		$544K Sell
988
-12
-1% -$7.86K 0.28% 77
2022
Q2 		$609K Hold
1,000
– – 0.29% 75
2022
Q1 		$764K Buy
1,000
+17
+2% +$13.3K 0.3% 74
2021
Q4 		$900K Hold
983
– – 0.35% 70
2021
Q3 		$824K Hold
983
– – 0.37% 65
2021
Q2 		$860K Hold
983
– – 0.39% 64
2021
Q1 		$741K Sell
983
-218
-18% -$158K 0.38% 62
2020
Q4 		$867K Hold
1,201
– – 0.49% 58
2020
Q3 		$677K Buy
1,201
+39
+3% +$22.3K 0.43% 57
2020
Q2 		$632K Sell
1,162
-29
-2% -$14.6K 0.45% 52
2020
Q1 		$524K Hold
1,191
– – 0.39% 53
2019
Q4 		$599K Sell
1,191
-100
-8% -$47.4K 0.34% 60
2019
Q3 		$575K Hold
1,291
– – 0.39% 55
2019
Q2 		$611K Hold
1,291
– – 0.43% 51
2019
Q1 		$552K Buy
1,291
+185
+17% +$77.6K 0.36% 54
2018
Q4 		$434K Hold
1,106
– – 0.31% 63
2018
Q3 		$521K Buy
+1,106
New +$538K 0.33% 58

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BigSur Wealth Management sold out of Blackrock (BLK) in Q3 2025, closing a stake of 489 shares — an estimated $513K sold.

BigSur Wealth Management first reported a position in BLK in Q3 2018 and held it in 28 quarters. The position peaked at $900K in Q4 2021. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • BigSur Wealth Management reported no remaining Blackrock position as of Q3 2025 after selling out during the quarter.
  • BigSur Wealth Management sold 489 Blackrock shares in Q3 2025, an estimated $513K.
  • BigSur Wealth Management first reported a position in Blackrock in Q3 2018 and held it in 28 quarters.
  • BigSur Wealth Management's Blackrock position peaked at $900K in Q4 2021.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on BigSur Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.