McDaniel Terry & Co’s Blackrock BLK Stock Holding History

McDaniel Terry & Co’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	-265	Closed	-$309K	–	78
2025 Q3	$309K	Hold	265	–	–	0.02%	84
2025 Q2	$278K	Hold	265	–	–	0.02%	83
2025 Q1	$251K	Hold	265	–	–	0.02%	93
2024 Q4	$272K	Hold	265	–	–	0.02%	87
2024 Q3	$252K	Hold	265	–	–	0.02%	90
2024 Q2	$209K	Sell	265 -15	-5%	-$11.7K	0.02%	93
2024 Q1	$233K	Buy	280 +15	+6%	+$12.1K	0.02%	100
2023 Q4	$215K	Buy	+265	New	+$185K	0.02%	84
2022 Q4	–	Sell	-546	Closed	-$300K	–	90
2022 Q3	$300K	Sell	546 -197	-27%	-$129K	0.04%	72
2022 Q2	$453K	Buy	743 +153	+26%	+$99.6K	0.06%	60
2022 Q1	$451K	Sell	590 -176	-23%	-$138K	0.05%	63
2021 Q4	$701K	Buy	766 +176	+30%	+$161K	0.07%	58
2021 Q3	$495K	Hold	590	–	–	0.06%	55
2021 Q2	$516K	Hold	590	–	–	0.06%	56
2021 Q1	$445K	Hold	590	–	–	0.05%	58
2020 Q4	$426K	Hold	590	–	–	0.05%	57
2020 Q3	$332K	Hold	590	–	–	0.05%	63
2020 Q2	$321K	Hold	590	–	–	0.05%	63
2020 Q1	$260K	Hold	590	–	–	0.05%	61
2019 Q4	$297K	Hold	590	–	–	0.04%	67
2019 Q3	$263K	Buy	+590	New	+$263K	0.04%	68

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McDaniel Terry & Co's BLK Position: Q4 2025 in Review

McDaniel Terry & Co sold out of Blackrock (BLK) in Q4 2025, closing a stake of 265 shares — an estimated $309K sold.

McDaniel Terry & Co first reported a position in BLK in Q3 2019 and held it in 21 quarters. The position peaked at $701K in Q4 2021. 2,414 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

McDaniel Terry & Co reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 265 Blackrock shares in Q4 2025, an estimated $309K.
McDaniel Terry & Co first reported a position in Blackrock in Q3 2019 and held it in 21 quarters.
McDaniel Terry & Co's Blackrock position peaked at $701K in Q4 2021.
2,414 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.