Blake Schutter Theil Wealth Advisors’s Blackrock BLK Stock Holding History

Blake Schutter Theil Wealth 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	–	109
2025 Q3	$202K	Sell	173 -29	-14%	-$32.4K	0.2%	106
2025 Q2	$212K	Buy	+202	New	+$191K	0.24%	98
2025 Q1	–	Sell	-219	Closed	-$224K	–	112
2024 Q4	$224K	Sell	219 -960	-81%	-$974K	0.24%	107
2024 Q3	$1.12M	Buy	+1,179	New	+$1.02M	0.8%	30

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 $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's BLK Position: Q4 2025 in Review

Blake Schutter Theil Wealth Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 173 shares — an estimated $202K sold.

Blake Schutter Theil Wealth Advisors first reported a position in BLK in Q3 2024 and held it in 4 quarters. The position peaked at $1.12M in Q3 2024. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Blake Schutter Theil Wealth Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Blake Schutter Theil Wealth Advisors sold 173 Blackrock shares in Q4 2025, an estimated $202K.
Blake Schutter Theil Wealth Advisors first reported a position in Blackrock in Q3 2024 and held it in 4 quarters.
Blake Schutter Theil Wealth Advisors's Blackrock position peaked at $1.12M in Q3 2024.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.