Harvest Investment Advisors’s Blackrock BLK Stock Holding History

Harvest Investment 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 Q4	$2.14M	Buy	+2,001	New	+$2.19M	1.21%	24
2025 Q2	$2.04M	Sell	1,945 -13	-0.7%	-$12.3K	1.31%	17
2025 Q1	$1.85M	Buy	1,958 +9	+0.5%	+$8.82K	1.34%	23
2024 Q4	$2M	Sell	1,949 -46	-2%	-$46.7K	1.38%	16
2024 Q3	$1.89M	Sell	1,995 -12	-0.6%	-$10.4K	1.29%	22
2024 Q2	$1.58M	Sell	2,007 -4	-0.2%	-$3.12K	1.17%	26
2024 Q1	$1.68M	Buy	2,011 +22	+1%	+$17.7K	1.25%	24
2023 Q4	$1.61M	Sell	1,989 -2	-0.1%	-$1.4K	1.3%	22
2023 Q3	$1.29M	Sell	1,991 -2	-0.1%	-$1.4K	1.15%	31
2023 Q2	$1.38M	Sell	1,993 -8	-0.4%	-$5.36K	1.18%	31
2023 Q1	$1.34M	Buy	2,001 +14	+0.7%	+$9.86K	1.19%	34
2022 Q4	$1.41M	Buy	+1,987	New	+$1.33M	1.32%	24

Other funds holding BLK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harvest Investment Advisors's BLK Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Blackrock (BLK) in Q4 2025: 2,001 shares worth $2.14M. The stake represents 1.21% of the portfolio and ranks #24 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in BLK as recently as Q2 2025.

Harvest Investment Advisors first reported a position in BLK in Q4 2022 and has held it in 12 quarters since. 2,414 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Harvest Investment Advisors held 2,001 shares of Blackrock worth $2.14M as of Q4 2025.
Blackrock was a new Harvest Investment Advisors position in Q4 2025.
Blackrock made up 1.21% of Harvest Investment Advisors's portfolio in Q4 2025, its #24 holding.
Harvest Investment Advisors first reported a position in Blackrock in Q4 2022 and has held it in 12 quarters since.
2,414 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.