KWM
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Kolinsky Wealth Management’s Blackrock BLK Stock Holding History

Kolinsky 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 		$797K Buy
777
+37
+5% +$37.6K 0.49% 34
2024
Q3 		$703K Buy
740
+9
+1% +$7.79K 0.46% 41
2024
Q2 		$576K Buy
731
+25
+4% +$19.5K 0.41% 52
2024
Q1 		$589K Buy
706
+40
+6% +$32.1K 0.45% 50
2023
Q4 		$541K Sell
666
-7
-1% -$4.89K 0.48% 45
2023
Q3 		$435K Sell
673
-11
-2% -$7.68K 0.43% 54
2023
Q2 		$471K Buy
684
+30
+5% +$20.1K 0.45% 53
2023
Q1 		$438K Sell
654
-16
-2% -$11.3K 0.46% 47
2022
Q4 		$475K Buy
670
+13
+2% +$8.68K 0.54% 37
2022
Q3 		$362K Buy
657
+9
+1% +$5.89K 0.45% 45
2022
Q2 		$395K Buy
648
+1
+0.2% +$651 0.47% 46
2022
Q1 		$494K Buy
647
+51
+9% +$39.8K 0.48% 38
2021
Q4 		$546K Buy
+596
New +$544K 0.51% 34

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Kolinsky Wealth Management increased its Blackrock (BLK) stake by 5% in Q4 2024, buying an estimated $37.6K and bringing the position to 777 shares worth $797K. The position accounts for 0.49% of the portfolio, ranked #34.

Kolinsky Wealth Management first reported a position in BLK in Q4 2021 and has held it in 13 quarters since. 2,076 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Kolinsky Wealth Management held 777 shares of Blackrock worth $797K as of Q4 2024.
  • Kolinsky Wealth Management bought 37 Blackrock shares in Q4 2024, an estimated $37.6K.
  • Blackrock made up 0.49% of Kolinsky Wealth Management's portfolio in Q4 2024, its #34 holding.
  • Kolinsky Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 13 quarters since.
  • 2,076 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.