Montag & Caldwell’s Blackrock BLK Stock Holding History

Montag & Caldwell’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	-10	Closed	-$9.46K	–	118
2025 Q1	$9.46K	Buy	+10	New	+$9.8K	﹤0.01%	113

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

Montag & Caldwell's BLK Position: Q2 2025 in Review

Montag & Caldwell sold out of Blackrock (BLK) in Q2 2025, closing a stake of 10 shares — an estimated $9.46K sold.

Montag & Caldwell first reported a position in BLK in Q1 2025 and held it in 1 quarter. The position peaked at $9.46K in Q1 2025. 2,220 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

Montag & Caldwell reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
Montag & Caldwell sold 10 Blackrock shares in Q2 2025, an estimated $9.46K.
Montag & Caldwell first reported a position in Blackrock in Q1 2025 and held it in 1 quarter.
Montag & Caldwell's Blackrock position peaked at $9.46K in Q1 2025.
2,220 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.