Lifeworks Advisors’s Blackrock BLK Stock Holding History

Lifeworks 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	-225	Closed	-$213K	–	314
2025 Q1	$213K	Buy	+225	New	+$221K	0.04%	292

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

Lifeworks Advisors's BLK Position: Q2 2025 in Review

Lifeworks Advisors sold out of Blackrock (BLK) in Q2 2025, closing a stake of 225 shares — an estimated $213K sold.

Lifeworks Advisors first reported a position in BLK in Q1 2025 and held it in 1 quarter. The position peaked at $213K in Q1 2025. 2,219 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

Lifeworks Advisors reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
Lifeworks Advisors sold 225 Blackrock shares in Q2 2025, an estimated $213K.
Lifeworks Advisors first reported a position in Blackrock in Q1 2025 and held it in 1 quarter.
Lifeworks Advisors's Blackrock position peaked at $213K in Q1 2025.
2,219 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.