HCR Wealth Advisors’s Blackrock BLK Stock Holding History

HCR Wealth 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	-226	Closed	-$214K	–	238
2025 Q1	$214K	Sell	226 -2	-0.9%	-$1.96K	0.03%	217
2024 Q4	$234K	Buy	228 +2	+0.9%	+$2.03K	0.03%	208
2024 Q3	$215K	Sell	226 -63	-22%	-$54.5K	0.03%	217
2024 Q2	$228K	Buy	289 +6	+2%	+$4.68K	0.03%	204
2024 Q1	$236K	Buy	+283	New	+$227K	0.04%	196
2022 Q1	–	Sell	-230	Closed	-$211K	–	190
2021 Q4	$211K	Buy	+230	New	+$210K	0.03%	189
2021 Q3	–	Sell	-230	Closed	-$201K	–	199
2021 Q2	$201K	Buy	+230	New	+$194K	0.03%	184
2021 Q1	–	Sell	-408	Closed	-$294K	–	184
2020 Q4	$294K	Buy	+408	New	+$271K	0.06%	148
2019 Q3	–	Sell	-453	Closed	-$213K	–	150
2019 Q2	$213K	Buy	+453	New	+$205K	0.06%	146

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

HCR Wealth Advisors's BLK Position: Q2 2025 in Review

HCR Wealth Advisors sold out of Blackrock (BLK) in Q2 2025, closing a stake of 226 shares — an estimated $214K sold.

HCR Wealth Advisors first reported a position in BLK in Q2 2019 and held it in 9 quarters. The position peaked at $294K in Q4 2020. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

HCR Wealth Advisors reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
HCR Wealth Advisors sold 226 Blackrock shares in Q2 2025, an estimated $214K.
HCR Wealth Advisors first reported a position in Blackrock in Q2 2019 and held it in 9 quarters.
HCR Wealth Advisors's Blackrock position peaked at $294K in Q4 2020.
2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on HCR Wealth Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.