Castleview Partners’s Blackrock BLK Stock Holding History

Castleview 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 Q1	–	Sell	-1,055	Closed	-$1.07M	–	219
2024 Q4	$1.07M	Sell	1,055 -399	-27%	-$405K	0.58%	37
2024 Q3	$1.38M	Sell	1,454 -269	-16%	-$233K	0.8%	24
2024 Q2	$1.36M	Buy	1,723 +521	+43%	+$406K	0.77%	23
2024 Q1	$1M	Buy	1,202 +898	+295%	+$721K	0.56%	39
2023 Q4	$247K	Buy	304 +288	+1,800%	+$201K	0.17%	122
2023 Q3	$10.3K	Hold	16	–	–	0.01%	421
2023 Q2	$11.1K	Hold	16	–	–	0.01%	424
2023 Q1	$10.7K	Hold	16	–	–	0.01%	418
2022 Q4	$11.3K	Hold	16	–	–	0.01%	352
2022 Q3	$9K	Sell	16 -19,701	-100%	-$12.9M	0.01%	387
2022 Q2	$174K	Buy	19,717 +19,692	+78,768%	+$12.8M	0.14%	157
2022 Q1	$19K	Sell	25 -309,434	-100%	-$242M	0.01%	431
2021 Q4	$338	Buy	+309,459	New	+$282M	﹤0.01%	585
2021 Q2	$230K	Buy	+263	New	+$222K	0.1%	204
2018 Q1	$303K	Buy	+560	New	+$307K	0.25%	85

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Castleview Partners's BLK Position: Q1 2025 in Review

Castleview Partners sold out of Blackrock (BLK) in Q1 2025, closing a stake of 1,055 shares — an estimated $1.07M sold.

Castleview Partners first reported a position in BLK in Q1 2018 and held it in 15 quarters. The position peaked at $1.38M in Q3 2024. 2,196 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

Castleview Partners reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,055 Blackrock shares in Q1 2025, an estimated $1.07M.
Castleview Partners first reported a position in Blackrock in Q1 2018 and held it in 15 quarters.
Castleview Partners's Blackrock position peaked at $1.38M in Q3 2024.
2,196 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.