Curated Wealth Partners’s Blackrock BLK Stock Holding History

Curated Wealth 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 Q3	–	Sell	-204	Closed	-$214K	–	160
2025 Q2	$214K	Buy	+204	New	+$193K	0.03%	148

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 $3.38T AUM 44.17% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Curated Wealth Partners's BLK Position: Q3 2025 in Review

Curated Wealth Partners sold out of Blackrock (BLK) in Q3 2025, closing a stake of 204 shares — an estimated $214K sold.

Curated Wealth Partners first reported a position in BLK in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 2,281 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

Curated Wealth Partners reported no remaining Blackrock position as of Q3 2025 after selling out during the quarter.
Curated Wealth Partners sold 204 Blackrock shares in Q3 2025, an estimated $214K.
Curated Wealth Partners first reported a position in Blackrock in Q2 2025 and held it in 1 quarter.
Curated Wealth Partners's Blackrock position peaked at $214K in Q2 2025.
2,281 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Curated Wealth Partners's 13F filing for Q3 2025, filed 9 Oct 2025.