LifePlan Investment Advisors’s Blackrock BLK Stock Holding History

LifePlan 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	–	Sell	-177	Closed	-$206K	–	117
2025 Q3	$206K	Buy	+177	New	+$198K	0.09%	110

Other funds holding BLK

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LifePlan Investment Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 177 shares — an estimated $206K sold.

LifePlan Investment Advisors first reported a position in BLK in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 2,423 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

LifePlan Investment Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
LifePlan Investment Advisors sold 177 Blackrock shares in Q4 2025, an estimated $206K.
LifePlan Investment Advisors first reported a position in Blackrock in Q3 2025 and held it in 1 quarter.
LifePlan Investment Advisors's Blackrock position peaked at $206K in Q3 2025.
2,423 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on LifePlan Investment Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.