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Fermata Advisors’s Blackrock BLK Stock Holding History

Fermata Advisors’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 		– Sell
-483
Closed -$458K – 237
2025
Q1 		$458K Buy
483
+237
+96% +$232K 0.08% 168
2024
Q4 		$252K Buy
+246
New +$250K 0.05% 220
2024
Q2 		– Sell
-350
Closed -$291K – 231
2024
Q1 		$291K Buy
350
+76
+28% +$61.1K 0.07% 166
2023
Q4 		$223K Buy
+274
New +$191K 0.05% 162
2022
Q3 		– Sell
-345
Closed -$212K – 135
2022
Q2 		$212K Sell
345
-32
-8% -$20.8K 0.07% 147
2022
Q1 		$291K Sell
377
-24
-6% -$18.8K 0.11% 127
2021
Q4 		$370K Sell
401
-34
-8% -$31K 0.14% 109
2021
Q3 		$367K Buy
435
+55
+14% +$49.3K 0.16% 104
2021
Q2 		$334K Buy
+380
New +$321K 0.19% 95

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fermata Advisors's BLK Position: Q2 2025 in Review

Fermata Advisors sold out of Blackrock (BLK) in Q2 2025, closing a stake of 483 shares — an estimated $458K sold.

Fermata Advisors first reported a position in BLK in Q2 2021 and held it in 9 quarters. The position peaked at $458K in Q1 2025. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • Fermata Advisors reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 483 Blackrock shares in Q2 2025, an estimated $458K.
  • Fermata Advisors first reported a position in Blackrock in Q2 2021 and held it in 9 quarters.
  • Fermata Advisors's Blackrock position peaked at $458K in Q1 2025.
  • 2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.