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Monterey Private Wealth’s Blackrock BLK Stock Holding History

Monterey Private 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 		$211K Buy
223
+1
+0.5% +$980 0.06% 132
2024
Q4 		$227K Buy
+222
New +$225K 0.08% 116

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

Monterey Private Wealth's BLK Position: Q1 2025 in Review

Monterey Private Wealth increased its Blackrock (BLK) stake by 0.45% in Q1 2025, buying an estimated $980 and bringing the position to 223 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #132.

Monterey Private Wealth first reported a position in BLK in Q4 2024 and has held it in 2 quarters since. The position peaked at $227K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Monterey Private Wealth held 223 shares of Blackrock worth $211K as of Q1 2025.
  • Monterey Private Wealth bought 1 Blackrock share in Q1 2025, an estimated $980.
  • Blackrock made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #132 holding.
  • Monterey Private Wealth first reported a position in Blackrock in Q4 2024 and has held it in 2 quarters since.
  • Monterey Private Wealth's Blackrock position peaked at $227K in Q4 2024.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.