Forte Capital’s Blackrock BLK Stock Holding History

Forte Capital’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	$11.3M	Sell	10,815 -30	-0.3%	-$28.4K	1.22%	24
2025 Q1	$10.3M	Buy	10,845 +96	+0.9%	+$94.1K	1.22%	24
2024 Q4	$11M	Sell	10,749 -13	-0.1%	-$13.2K	1.24%	25
2024 Q3	$10.2M	Sell	10,762 -209	-2%	-$181K	1.16%	24
2024 Q2	$8.64M	Buy	10,971 +271	+3%	+$211K	1.04%	28
2024 Q1	$8.92M	Buy	10,700 +648	+6%	+$521K	1.1%	28
2023 Q4	$8.16M	Sell	10,052 -372	-4%	-$260K	1.12%	27
2023 Q3	$6.74M	Sell	10,424 -27	-0.3%	-$18.9K	1.04%	29
2023 Q2	$7.22M	Buy	10,451 +344	+3%	+$230K	1.04%	28
2023 Q1	$6.76M	Buy	10,107 +856	+9%	+$603K	1.04%	28
2022 Q4	$6.56M	Sell	9,251 -470	-5%	-$314K	1.13%	26
2022 Q3	$5.35M	Buy	9,721 +221	+2%	+$145K	0.97%	32
2022 Q2	$5.79M	Hold	9,500	–	–	1.01%	29
2022 Q1	$8.7M	Sell	9,500 -30	-0.3%	-$23.4K	1.1%	32
2021 Q4	$8.72M	Buy	9,530 +2,090	+28%	+$1.91M	1.1%	32
2021 Q3	$6.24M	Buy	+7,440	New	+$6.67M	0.85%	34

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 $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

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