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 $5.72T AUM 30.48% 1-Year Est. Return

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 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 Oslo, Norway $935B AUM