Bristlecone Advisors’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$4.67M Sell
4,008
-75
-2% -$83.8K 0.39% 51
2025
Q2
$4.28M Sell
4,083
-236
-5% -$223K 0.36% 56
2025
Q1
$4.09M Sell
4,319
-95
-2% -$93.1K 0.33% 63
2024
Q4
$4.52M Buy
+4,414
New +$4.48M 0.35% 57
2024
Q3
Sell
-4,511
Closed -$3.55M 366
2024
Q2
$3.55M Sell
4,511
-137
-3% -$107K 0.3% 66
2024
Q1
$3.88M Buy
4,648
+123
+3% +$98.8K 0.34% 63
2023
Q4
$3.67M Sell
4,525
-26
-0.6% -$18.1K 0.37% 54
2023
Q3
$2.94M Buy
4,551
+220
+5% +$154K 0.33% 64
2023
Q2
$2.99M Sell
4,331
-286
-6% -$192K 0.3% 62
2023
Q1
$3.09M Sell
4,617
-180
-4% -$127K 0.34% 58
2022
Q4
$3.4M Sell
4,797
-149
-3% -$99.5K 0.42% 51
2022
Q3
$2.72M Buy
4,946
+36
+0.7% +$23.6K 0.36% 56
2022
Q2
$2.99M Buy
4,910
+524
+12% +$341K 0.37% 55
2022
Q1
$3.35M Buy
4,386
+32
+0.7% +$25K 0.41% 52
2021
Q4
$3.99M Sell
4,354
-860
-16% -$785K 0.48% 48
2021
Q3
$4.37M Sell
5,214
-100
-2% -$89.6K 0.57% 42
2021
Q2
$4.65M Buy
5,314
+45
+0.9% +$38K 0.63% 39
2021
Q1
$3.97M Buy
5,269
+45
+0.9% +$32.6K 0.6% 41
2020
Q4
$3.77M Buy
5,224
+158
+3% +$105K 0.6% 40
2020
Q3
$2.85M Sell
5,066
-564
-10% -$322K 0.52% 46
2020
Q2
$3.06M Sell
5,630
-40
-0.7% -$20.2K 0.62% 40
2020
Q1
$2.5M Sell
5,670
-618
-10% -$305K 0.59% 41
2019
Q4
$3.16M Buy
6,288
+286
+5% +$136K 0.63% 42
2019
Q3
$2.67M Sell
6,002
-587
-9% -$261K 0.65% 46
2019
Q2
$3.09M Buy
6,589
+212
+3% +$95.9K 0.73% 37
2019
Q1
$2.73M Sell
6,377
-260
-4% -$109K 0.76% 38
2018
Q4
$2.61M Sell
6,637
-30
-0.4% -$12.3K 0.78% 33
2018
Q3
$3.14M Buy
6,667
+2,260
+51% +$1.1M 0.79% 32
2018
Q2
$2.2M Sell
4,407
-283
-6% -$150K 0.73% 31
2018
Q1
$2.54M Sell
4,690
-1,467
-24% -$805K 0.85% 26
2017
Q4
$3.16M Sell
6,157
-97
-2% -$47.2K 1% 25
2017
Q3
$2.8M Sell
6,254
-33
-0.5% -$14.1K 0.91% 31
2017
Q2
$2.66M Buy
6,287
+37
+0.6% +$14.8K 0.9% 32
2017
Q1
$2.4M Sell
6,250
-35
-0.6% -$13.4K 0.84% 34
2016
Q4
$2.39M Buy
6,285
+5
+0.1% +$1.83K 0.85% 32
2016
Q3
$2.28M Buy
+6,280
New +$2.29M 0.82% 37
2016
Q2
Sell
-5,010
Closed -$1.71M 139
2016
Q1
$1.71M Buy
5,010
+830
+20% +$263K 0.68% 49
2015
Q4
$1.42M Buy
+4,180
New +$1.42M 0.6% 53

Other funds holding BLK

Bristlecone Advisors's BLK Position: Q3 2025 in Review

Bristlecone Advisors reduced its Blackrock (BLK) stake by 1.8% in Q3 2025, selling an estimated $83.8K and leaving 4,008 shares worth $4.67M. The position accounts for 0.39% of the portfolio, ranked #51.

Bristlecone Advisors first reported a position in BLK in Q4 2015 and has held it in 38 quarters since. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • Bristlecone Advisors held 4,008 shares of Blackrock worth $4.67M as of Q3 2025.
  • Bristlecone Advisors sold 75 Blackrock shares in Q3 2025, an estimated $83.8K.
  • Blackrock made up 0.39% of Bristlecone Advisors's portfolio in Q3 2025, its #51 holding.
  • Bristlecone Advisors first reported a position in Blackrock in Q4 2015 and has held it in 38 quarters since.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.