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Litman Gregory Wealth Management’s Blackrock BLK Stock Holding History

Litman Gregory 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
2025
Q4 		$86.7K Buy
+81
New +$88.6K 0.01% 189
2020
Q4 		– Sell
-17
Closed -$10K – 196
2020
Q3 		$10K Buy
+17
New +$9.7K ﹤0.01% 145

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Litman Gregory Wealth Management's BLK Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Blackrock (BLK) in Q4 2025: 81 shares worth $86.7K. The stake represents 0.01% of the portfolio and ranks #189 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in BLK as recently as Q3 2020.

Litman Gregory Wealth Management first reported a position in BLK in Q3 2020 and has held it in 2 quarters since. 2,423 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

  • Litman Gregory Wealth Management held 81 shares of Blackrock worth $86.7K as of Q4 2025.
  • Blackrock was a new Litman Gregory Wealth Management position in Q4 2025.
  • Blackrock made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #189 holding.
  • Litman Gregory Wealth Management first reported a position in Blackrock in Q3 2020 and has held it in 2 quarters since.
  • 2,423 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.