MWM
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Merriman Wealth Management’s Blackrock BLK Stock Holding History

Merriman 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
2024
Q4 		$235K Buy
229
+9
+4% +$9.13K 0.01% 189
2024
Q3 		$209K Buy
+220
New +$190K 0.01% 206

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 $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Merriman Wealth Management's BLK Position: Q4 2024 in Review

Merriman Wealth Management increased its Blackrock (BLK) stake by 4.1% in Q4 2024, buying an estimated $9.13K and bringing the position to 229 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #189.

Merriman Wealth Management first reported a position in BLK in Q3 2024 and has held it in 2 quarters since. 2,076 funds tracked by Wall St. Rank hold BLK as of Q4 2024.

  • Merriman Wealth Management held 229 shares of Blackrock worth $235K as of Q4 2024.
  • Merriman Wealth Management bought 9 Blackrock shares in Q4 2024, an estimated $9.13K.
  • Blackrock made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #189 holding.
  • Merriman Wealth Management first reported a position in Blackrock in Q3 2024 and has held it in 2 quarters since.
  • 2,076 funds tracked by Wall St. Rank held Blackrock as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.