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Caldwell Sutter Capital’s Blackrock BLK Stock Holding History

Caldwell Sutter Capital’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
2026
Q2 		$152K Sell
158
-6
-4% -$6.21K 0.06% 249
2026
Q1 		$158K Sell
164
-6
-4% -$6.31K 0.06% 240
2025
Q4 		$182K Sell
170
-5
-3% -$5.47K 0.08% 222
2025
Q3 		$204K Sell
175
-25
-13% -$27.9K 0.09% 207
2025
Q2 		$210K Sell
200
-5
-2% -$4.73K 0.1% 201
2025
Q1 		$194K Sell
205
-5
-2% -$4.9K 0.09% 204
2024
Q4 		$215K Sell
210
-1
-0.5% -$1.01K 0.1% 196
2024
Q3 		$200K Sell
211
-11
-5% -$9.52K 0.09% 208
2024
Q2 		$175K Sell
222
-9
-4% -$7.02K 0.09% 212
2024
Q1 		$193K Sell
231
-9
-4% -$7.23K 0.09% 204
2023
Q4 		$195K Buy
240
+2
+0.8% +$1.4K 0.1% 193
2023
Q3 		$154K Buy
238
+3
+1% +$2.1K 0.09% 209
2023
Q2 		$162K Buy
235
+113
+93% +$75.7K 0.09% 202
2023
Q1 		$81.6K Buy
+122
New +$85.9K 0.06% 203

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caldwell Sutter Capital's BLK Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Blackrock (BLK) stake by 3.7% in Q2 2026, selling an estimated $6.21K and leaving 158 shares worth $152K. The position accounts for 0.06% of the portfolio, ranked #249.

Caldwell Sutter Capital first reported a position in BLK in Q1 2023 and has held it in 14 quarters since. The position peaked at $215K in Q4 2024. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Caldwell Sutter Capital held 158 shares of Blackrock worth $152K as of Q2 2026.
  • Caldwell Sutter Capital sold 6 Blackrock shares in Q2 2026, an estimated $6.21K.
  • Blackrock made up 0.06% of Caldwell Sutter Capital's portfolio in Q2 2026, its #249 holding.
  • Caldwell Sutter Capital first reported a position in Blackrock in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Blackrock position peaked at $215K in Q4 2024.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.