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Executive Wealth Management’s Blackrock BLK Stock Holding History

Executive 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
2024
Q4 		$10.5M Buy
+10,209
New +$10.4M 0.82% 31
2024
Q3 		– Sell
-12,839
Closed -$10.1M – 262
2024
Q2 		$10.1M Buy
12,839
+2,800
+28% +$2.18M 1.85% 16
2024
Q1 		$8.3M Sell
10,039
-3,603
-26% -$2.89M 0.73% 46
2023
Q4 		$11.1M Buy
13,642
+1,606
+13% +$1.12M 1.04% 24
2023
Q3 		$7.78M Buy
12,036
+625
+5% +$437K 0.81% 43
2023
Q2 		$7.89M Buy
11,411
+2,763
+32% +$1.85M 0.82% 40
2023
Q1 		$5.79M Buy
8,648
+491
+6% +$346K 0.64% 52
2022
Q4 		$5.78M Buy
8,157
+4,205
+106% +$2.81M 0.71% 51
2022
Q3 		$3.95K Sell
3,952
-2,087
-35% -$1.37M 0.55% 59
2022
Q2 		$3.68M Sell
6,039
-4,958
-45% -$3.23M 0.49% 61
2022
Q1 		$8.4M Sell
10,997
-6
-0.1% -$4.69K 0.91% 25
2021
Q4 		$10.1M Buy
11,003
+417
+4% +$381K 1% 25
2021
Q3 		$8.88M Buy
10,586
+78
+0.7% +$69.9K 0.98% 25
2021
Q2 		$9.19M Buy
10,508
+891
+9% +$753K 1.01% 24
2021
Q1 		$7.25M Buy
9,617
+745
+8% +$540K 0.85% 25
2020
Q4 		$6.4M Buy
8,872
+1,005
+13% +$666K 0.79% 25
2020
Q3 		$4.43M Buy
7,867
+945
+14% +$539K 0.61% 41
2020
Q2 		$3.77M Buy
6,922
+2,393
+53% +$1.21M 0.57% 40
2020
Q1 		$1.99M Sell
4,529
-8,029
-64% -$3.96M 0.35% 50
2019
Q4 		$6.31M Buy
12,558
+624
+5% +$296K 0.86% 24
2019
Q3 		$5.32M Buy
11,934
+1,164
+11% +$518K 0.81% 27
2019
Q2 		$5.05M Buy
10,770
+997
+10% +$451K 0.72% 26
2019
Q1 		$4.18M Buy
9,773
+9,645
+7,535% +$4.05M 0.75% 24
2018
Q4 		$50K Buy
+128
New +$52.4K 0.01% 277

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's BLK Position: Q4 2024 in Review

Executive Wealth Management opened a new position in Blackrock (BLK) in Q4 2024: 10,209 shares worth $10.5M. The stake represents 0.82% of the portfolio and ranks #31 among its holdings. This is a return to the name: Executive Wealth Management previously reported a position in BLK as recently as Q2 2024.

Executive Wealth Management first reported a position in BLK in Q4 2018 and has held it in 24 quarters since. The position peaked at $11.1M in Q4 2023. 2,069 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Executive Wealth Management held 10,209 shares of Blackrock worth $10.5M as of Q4 2024.
  • Blackrock was a new Executive Wealth Management position in Q4 2024.
  • Blackrock made up 0.82% of Executive Wealth Management's portfolio in Q4 2024, its #31 holding.
  • Executive Wealth Management first reported a position in Blackrock in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Blackrock position peaked at $11.1M in Q4 2023.
  • 2,069 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.