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Bordeaux Wealth Advisors’s Blackrock BLK Stock Holding History

Bordeaux 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
Q2 		$305K Buy
291
+3
+1% +$2.84K 0.04% 127
2025
Q1 		$273K Sell
288
-4
-1% -$3.92K 0.05% 125
2024
Q4 		$299K Buy
292
+3
+1% +$3.04K 0.05% 119
2024
Q3 		$274K Buy
+289
New +$250K 0.05% 129

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bordeaux Wealth Advisors's BLK Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Blackrock (BLK) stake by 1% in Q2 2025, buying an estimated $2.84K and bringing the position to 291 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #127.

Bordeaux Wealth Advisors first reported a position in BLK in Q3 2024 and has held it in 4 quarters since. 2,220 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • Bordeaux Wealth Advisors held 291 shares of Blackrock worth $305K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 3 Blackrock shares in Q2 2025, an estimated $2.84K.
  • Blackrock made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #127 holding.
  • Bordeaux Wealth Advisors first reported a position in Blackrock in Q3 2024 and has held it in 4 quarters since.
  • 2,220 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.