Nelson Capital Management’s Blackrock BLK Stock Holding History

Nelson Capital 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
2025 Q4	–	Sell	-184	Closed	-$215K	–	108
2025 Q3	$215K	Buy	+184	New	+$206K	0.03%	105
2019 Q4	–	Sell	-115	Closed	-$51K	–	122
2019 Q3	$51K	Hold	115	–	–	0.01%	147
2019 Q2	$54K	Hold	115	–	–	0.01%	141
2019 Q1	$49K	Hold	115	–	–	0.01%	132
2018 Q4	$45K	Hold	115	–	–	0.01%	135
2018 Q3	$54K	Hold	115	–	–	0.01%	124
2018 Q2	$57K	Sell	115 -2	-2%	-$1.06K	0.01%	120
2018 Q1	$63K	Sell	117 -55	-32%	-$30.2K	0.02%	122
2017 Q4	$88K	Buy	172 +37	+27%	+$18K	0.03%	108
2017 Q3	$60K	Hold	135	–	–	0.02%	117
2017 Q2	$57K	Hold	135	–	–	0.02%	120
2017 Q1	$52K	Sell	135 -17	-11%	-$6.5K	0.02%	124
2016 Q4	$58K	Hold	152	–	–	0.02%	113
2016 Q3	$55K	Hold	152	–	–	0.02%	116
2016 Q2	$52K	Buy	152 +136	+850%	+$47.8K	0.02%	107
2016 Q1	$5K	Buy	+16	New	+$5.07K	﹤0.01%	224
2015 Q4	–	Sell	-16	Closed	-$5K	–	256
2015 Q3	$5K	Hold	16	–	–	﹤0.01%	227
2015 Q2	$6K	Hold	16	–	–	﹤0.01%	224
2015 Q1	$6K	Buy	+16	New	+$5.8K	﹤0.01%	225

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Nelson Capital Management's BLK Position: Q4 2025 in Review

Nelson Capital Management sold out of Blackrock (BLK) in Q4 2025, closing a stake of 184 shares — an estimated $215K sold.

Nelson Capital Management first reported a position in BLK in Q1 2015 and held it in 19 quarters. The position peaked at $215K in Q3 2025. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Nelson Capital Management reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Nelson Capital Management sold 184 Blackrock shares in Q4 2025, an estimated $215K.
Nelson Capital Management first reported a position in Blackrock in Q1 2015 and held it in 19 quarters.
Nelson Capital Management's Blackrock position peaked at $215K in Q3 2025.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Nelson Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.