DWM
BLK icon

Drive Wealth Management’s Blackrock BLK Stock Holding History

Drive 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
2026
Q1 		$1.6M Sell
1,662
-146
-8% -$154K 0.34% 53
2025
Q4 		$1.94M Sell
1,808
-38
-2% -$41.5K 0.38% 50
2025
Q3 		$2.15M Buy
1,846
+6
+0.3% +$6.71K 0.46% 45
2025
Q2 		$1.93M Buy
1,840
+3
+0.2% +$2.84K 0.42% 54
2025
Q1 		$1.74M Buy
1,837
+1,299
+241% +$1.27M 0.41% 54
2024
Q4 		$551K Sell
538
-99
-16% -$100K 0.14% 117
2024
Q3 		$605K Hold
637
– – 0.16% 109
2024
Q2 		$502K Buy
637
+16
+3% +$12.5K 0.14% 133
2024
Q1 		$518K Buy
621
+4
+0.6% +$3.21K 0.15% 125
2023
Q4 		$501K Buy
+617
New +$431K 0.16% 118
2023
Q3 		– Sell
-583
Closed -$403K – 283
2023
Q2 		$403K Buy
583
+44
+8% +$29.5K 0.15% 138
2023
Q1 		$361K Buy
539
+37
+7% +$26.1K 0.15% 149
2022
Q4 		$356K Buy
+502
New +$335K 0.18% 135

Other funds holding BLK

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $29.7B 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return