Congress Wealth Management’s Blackrock BLK Stock Holding History

Congress 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	$4.93M	Buy	4,701 +1,754	+60%	+$1.66M	0.05%	388
2025 Q1	$2.8M	Buy	2,947 +2,131	+261%	+$2.09M	0.03%	432
2024 Q4	$837K	Buy	816 +213	+35%	+$216K	0.01%	548
2024 Q3	$573K	Buy	603 +160	+36%	+$138K	0.01%	617
2024 Q2	$349K	Sell	443 -54	-11%	-$42.1K	0.01%	584
2024 Q1	$415K	Sell	497 -11	-2%	-$8.84K	0.01%	467
2023 Q4	$413K	Sell	508 -2,082	-80%	-$1.45M	0.01%	492
2023 Q3	$1.67M	Buy	2,590 +2,112	+442%	+$1.48M	0.03%	323
2023 Q2	$331K	Buy	478 +6	+1%	+$4.02K	0.01%	474
2023 Q1	$316K	Sell	472 -4	-0.8%	-$2.82K	0.01%	479
2022 Q4	$337K	Sell	476 -34	-7%	-$22.7K	0.01%	459
2022 Q3	$280K	Buy	510 +62	+14%	+$40.6K	0.01%	478
2022 Q2	$273K	Sell	448 -110	-20%	-$71.6K	0.01%	491
2022 Q1	$426K	Sell	558 -62	-10%	-$48.4K	0.01%	460
2021 Q4	$568K	Buy	+620	New	+$566K	0.01%	448

Other funds holding BLK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Congress Wealth Management increased its Blackrock (BLK) stake by 60% in Q2 2025, buying an estimated $1.66M and bringing the position to 4,701 shares worth $4.93M. The position accounts for 0.05% of the portfolio, ranked #388.

Congress Wealth Management first reported a position in BLK in Q4 2021 and has held it in 15 quarters since. 2,225 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

Congress Wealth Management held 4,701 shares of Blackrock worth $4.93M as of Q2 2025.
Congress Wealth Management bought 1,754 Blackrock shares in Q2 2025, an estimated $1.66M.
Blackrock made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #388 holding.
Congress Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 15 quarters since.
2,225 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.