Certified Advisory Corp’s Blackrock BLK Stock Holding History

Certified Advisory Corp’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	-183	Closed	-$214K	–	320
2025 Q3	$214K	Buy	+183	New	+$205K	0.02%	305
2025 Q1	–	Sell	-206	Closed	-$211K	–	298
2024 Q4	$211K	Buy	+206	New	+$209K	0.02%	282
2023 Q2	–	Sell	-141	Closed	-$94.3K	–	261
2023 Q1	$94.3K	Buy	+141	New	+$99.3K	0.02%	241
2022 Q3	–	Sell	-5	Closed	-$3K	–	219
2022 Q2	$3K	Sell	5 -100	-95%	-$65.1K	﹤0.01%	203
2022 Q1	$80K	Buy	+105	New	+$82K	0.02%	220
2021 Q4	–	Sell	-5	Closed	-$4K	–	223
2021 Q3	$4K	Buy	+5	New	+$4.48K	﹤0.01%	212
2021 Q2	–	Sell	-164	Closed	-$124K	–	259
2021 Q1	$124K	Buy	+164	New	+$119K	0.03%	230
2020 Q2	$19K	Hold	35	–	–	0.01%	446
2020 Q1	$15K	Hold	35	–	–	0.01%	466
2019 Q4	$18K	Buy	35 +1	+3%	+$474	0.01%	497
2019 Q3	$15K	Hold	34	–	–	0.01%	524
2019 Q2	$16K	Sell	34 -10	-23%	-$4.52K	0.01%	512
2019 Q1	$19K	Buy	44 +6	+16%	+$2.52K	0.01%	458
2018 Q4	$15K	Buy	38 +1	+3%	+$410	0.01%	475
2018 Q3	$17K	Hold	37	–	–	0.01%	475
2018 Q2	$18K	Hold	37	–	–	0.01%	446
2018 Q1	$19K	Buy	37 +5	+16%	+$2.75K	0.01%	419
2017 Q4	$16K	Buy	+32	New	+$15.6K	0.01%	403

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

Certified Advisory Corp's BLK Position: Q4 2025 in Review

Certified Advisory Corp sold out of Blackrock (BLK) in Q4 2025, closing a stake of 183 shares — an estimated $214K sold.

Certified Advisory Corp first reported a position in BLK in Q4 2017 and held it in 18 quarters. The position peaked at $214K in Q3 2025. 2,415 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Certified Advisory Corp reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Certified Advisory Corp sold 183 Blackrock shares in Q4 2025, an estimated $214K.
Certified Advisory Corp first reported a position in Blackrock in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Blackrock position peaked at $214K in Q3 2025.
2,415 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Certified Advisory Corp's 13F filing for Q4 2025, filed 12 Jan 2026.