Birch Hill Investment Advisors’s Blackrock BLK Stock Holding History

Birch Hill Investment Advisors’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 Q4	–	Sell	-173	Closed	-$202K	–	202
2025 Q3	$202K	Buy	+173	New	+$193K	0.01%	196

Other funds holding BLK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 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

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

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Birch Hill Investment Advisors's BLK Position: Q4 2025 in Review

Birch Hill Investment Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 173 shares — an estimated $202K sold.

Birch Hill Investment Advisors first reported a position in BLK in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 2,415 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Birch Hill Investment Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Birch Hill Investment Advisors sold 173 Blackrock shares in Q4 2025, an estimated $202K.
Birch Hill Investment Advisors first reported a position in Blackrock in Q3 2025 and held it in 1 quarter.
Birch Hill Investment Advisors's Blackrock position peaked at $202K in Q3 2025.
2,415 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.