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Marcum Wealth’s Blackrock BLK Stock Holding History

Marcum Wealth’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
Q1 		$932K Sell
985
-59
-6% -$57.8K 0.08% 121
2024
Q4 		$1.07M Buy
1,044
+18
+2% +$18.3K 0.09% 107
2024
Q3 		$975K Buy
1,026
+88
+9% +$76.2K 0.09% 114
2024
Q2 		$738K Sell
938
-13
-1% -$10.1K 0.07% 136
2024
Q1 		$793K Sell
951
-104
-10% -$83.6K 0.08% 128
2023
Q4 		$856K Sell
1,055
-44
-4% -$30.7K 0.09% 112
2023
Q3 		$711K Buy
1,099
+41
+4% +$28.6K 0.09% 124
2023
Q2 		$731K Buy
1,058
+39
+4% +$26.1K 0.09% 124
2023
Q1 		$682K Buy
1,019
+167
+20% +$118K 0.09% 134
2022
Q4 		$604K Sell
852
-25
-3% -$16.7K 0.08% 146
2022
Q3 		$483K Buy
877
+26
+3% +$17K 0.07% 157
2022
Q2 		$518K Buy
851
+225
+36% +$147K 0.08% 152
2022
Q1 		$478K Buy
626
+37
+6% +$28.9K 0.07% 166
2021
Q4 		$540K Sell
589
-50
-8% -$45.6K 0.08% 163
2021
Q3 		$536K Buy
639
+73
+13% +$65.4K 0.08% 145
2021
Q2 		$495K Buy
566
+78
+16% +$65.9K 0.08% 148
2021
Q1 		$368K Buy
+488
New +$354K 0.06% 186

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Marcum Wealth's BLK Position: Q1 2025 in Review

Marcum Wealth reduced its Blackrock (BLK) stake by 5.7% in Q1 2025, selling an estimated $57.8K and leaving 985 shares worth $932K. The position accounts for 0.08% of the portfolio, ranked #121.

Marcum Wealth first reported a position in BLK in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.07M in Q4 2024. 2,196 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Marcum Wealth held 985 shares of Blackrock worth $932K as of Q1 2025.
  • Marcum Wealth sold 59 Blackrock shares in Q1 2025, an estimated $57.8K.
  • Blackrock made up 0.08% of Marcum Wealth's portfolio in Q1 2025, its #121 holding.
  • Marcum Wealth first reported a position in Blackrock in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Blackrock position peaked at $1.07M in Q4 2024.
  • 2,196 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.