BSW Wealth Partners’s Blackrock BLK Stock Holding History

BSW Wealth Partners’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	-181	Closed	-$211K	–	324
2025 Q3	$211K	Sell	181 -27	-13%	-$30.2K	0.03%	306
2025 Q2	$218K	Sell	208 -19	-8%	-$18K	0.03%	293
2025 Q1	$215K	Sell	227 -4	-2%	-$3.92K	0.03%	283
2024 Q4	$237K	Buy	231 +13	+6%	+$13.2K	0.03%	270
2024 Q3	$207K	Buy	+218	New	+$189K	0.03%	288

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

BSW Wealth Partners's BLK Position: Q4 2025 in Review

BSW Wealth Partners sold out of Blackrock (BLK) in Q4 2025, closing a stake of 181 shares — an estimated $211K sold.

BSW Wealth Partners first reported a position in BLK in Q3 2024 and held it in 5 quarters. The position peaked at $237K in Q4 2024. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

BSW Wealth Partners reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
BSW Wealth Partners sold 181 Blackrock shares in Q4 2025, an estimated $211K.
BSW Wealth Partners first reported a position in Blackrock in Q3 2024 and held it in 5 quarters.
BSW Wealth Partners's Blackrock position peaked at $237K in Q4 2024.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on BSW Wealth Partners's 13F filing for Q4 2025, filed 23 Jan 2026.