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Centricity Wealth Management’s Blackrock BLK Stock Holding History

Centricity Wealth Management’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 		$114K Hold
109
– – 0.09% 115
2025
Q1 		$103K Hold
109
– – 0.09% 116
2024
Q4 		$112K Buy
+109
New +$111K 0.1% 105

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Centricity Wealth Management's BLK Position: Q2 2025 in Review

Centricity Wealth Management held its Blackrock (BLK) position steady in Q2 2025 at 109 shares worth $114K. The position accounts for 0.09% of the portfolio, ranked #115.

Centricity Wealth Management first reported a position in BLK in Q4 2024 and has held it in 3 quarters since. 2,225 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • Centricity Wealth Management held 109 shares of Blackrock worth $114K as of Q2 2025.
  • Centricity Wealth Management left its Blackrock share count unchanged in Q2 2025.
  • Blackrock made up 0.09% of Centricity Wealth Management's portfolio in Q2 2025, its #115 holding.
  • Centricity Wealth Management first reported a position in Blackrock in Q4 2024 and has held it in 3 quarters since.
  • 2,225 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.