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Carolinas Wealth Consulting’s Blackrock BLK Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-211
Closed -$199K – 103
2025
Q1 		$199K Buy
211
+1
+0.5% +$980 0.04% 175
2024
Q4 		$215K Buy
+210
New +$213K 0.04% 178
2024
Q3 		– Sell
-205
Closed -$161K – 1056
2024
Q2 		$161K Hold
205
– – 0.03% 198
2024
Q1 		$171K Buy
205
+5
+3% +$4.02K 0.03% 192
2023
Q4 		$163K Buy
200
+40
+25% +$27.9K 0.04% 178
2023
Q3 		$98K Sell
160
-83
-34% -$58K 0.02% 218
2023
Q2 		$168K Sell
243
-61
-20% -$40.9K 0.03% 188
2023
Q1 		$204K Buy
304
+66
+28% +$46.5K 0.04% 172
2022
Q4 		$169K Buy
238
+17
+8% +$11.4K 0.04% 178
2022
Q3 		$122K Sell
221
-59
-21% -$38.6K 0.03% 210
2022
Q2 		$171K Buy
280
+8
+3% +$5.21K 0.04% 175
2022
Q1 		$208K Sell
272
-27
-9% -$21.1K 0.05% 163
2021
Q4 		$274K Sell
299
-6
-2% -$5.47K 0.06% 140
2021
Q3 		$256K Sell
305
-48
-14% -$43K 0.06% 132
2021
Q2 		$309K Buy
353
+30
+9% +$25.3K 0.07% 124
2021
Q1 		$244K Buy
323
+47
+17% +$34.1K 0.06% 142
2020
Q4 		$199K Buy
276
+141
+104% +$93.5K 0.05% 148
2020
Q3 		$76K Buy
135
+81
+150% +$46.2K 0.03% 222
2020
Q2 		$29K Buy
+54
New +$27.3K 0.01% 254

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

Carolinas Wealth Consulting's BLK Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Blackrock (BLK) in Q2 2025, closing a stake of 211 shares — an estimated $199K sold.

Carolinas Wealth Consulting first reported a position in BLK in Q2 2020 and held it in 19 quarters. The position peaked at $309K in Q2 2021. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 211 Blackrock shares in Q2 2025, an estimated $199K.
  • Carolinas Wealth Consulting first reported a position in Blackrock in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Blackrock position peaked at $309K in Q2 2021.
  • 2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.