Carmel Capital Partners’s Blackrock BLK Stock Holding History

Carmel Capital 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	-173	Closed	-$202K	–	115
2025 Q3	$202K	Sell	173 -402	-70%	-$449K	0.09%	103
2025 Q2	$603K	Sell	575 -9	-2%	-$8.51K	0.21%	82
2025 Q1	$553K	Sell	584 -39	-6%	-$38.2K	0.22%	81
2024 Q4	$639K	Buy	623 +34	+6%	+$34.5K	0.26%	72
2024 Q3	$559K	Buy	589 +30	+5%	+$26K	0.22%	78
2024 Q2	$440K	Buy	559 +26	+5%	+$20.3K	0.19%	81
2024 Q1	$444K	Buy	533 +7	+1%	+$5.62K	0.18%	81
2023 Q4	$427K	Sell	526 -43	-8%	-$30K	0.22%	78
2023 Q3	$368K	Buy	569 +65	+13%	+$45.4K	0.17%	94
2023 Q2	$348K	Buy	504 +18	+4%	+$12.1K	0.18%	88
2023 Q1	$325K	Buy	486 +97	+25%	+$68.3K	0.19%	91
2022 Q4	$276K	Buy	+389	New	+$260K	0.19%	103
2022 Q1	–	Sell	-223	Closed	-$204K	–	125
2021 Q4	$204K	Buy	+223	New	+$203K	0.15%	115

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carmel Capital Partners's BLK Position: Q4 2025 in Review

Carmel Capital Partners sold out of Blackrock (BLK) in Q4 2025, closing a stake of 173 shares — an estimated $202K sold.

Carmel Capital Partners first reported a position in BLK in Q4 2021 and held it in 13 quarters. The position peaked at $639K in Q4 2024. 2,415 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Carmel Capital Partners reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Carmel Capital Partners sold 173 Blackrock shares in Q4 2025, an estimated $202K.
Carmel Capital Partners first reported a position in Blackrock in Q4 2021 and held it in 13 quarters.
Carmel Capital Partners's Blackrock position peaked at $639K in Q4 2024.
2,415 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Carmel Capital Partners's 13F filing for Q4 2025, filed 29 Jan 2026.