Oak Hill Wealth Advisors’s Blackrock BLK Stock Holding History

Oak Hill Wealth Advisors’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 Q3	$1.28M	Buy	1,095 +4	+0.4%	+$4.47K	0.24%	56
2025 Q2	$1.17M	Buy	1,091 +15	+1%	+$14.2K	0.24%	52
2025 Q1	$1.02M	Hold	1,076	–	–	0.24%	53
2024 Q4	$1.1M	Buy	+1,076	New	+$1.09M	0.26%	46
2024 Q3	–	Sell	-1,112	Closed	-$962K	–	134
2024 Q2	$876K	Buy	+1,112	New	+$868K	0.27%	43
2024 Q1	–	Sell	-1,252	Closed	-$1.01M	–	125
2023 Q4	$1.02M	Hold	1,252	–	–	0.35%	37
2023 Q3	$809K	Hold	1,252	–	–	0.31%	41
2023 Q2	$867K	Hold	1,252	–	–	0.32%	40
2023 Q1	$837K	Sell	1,252 -25	-2%	-$17.6K	0.33%	45
2022 Q4	$905K	Buy	+1,277	New	+$853K	0.37%	41

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

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

Oak Hill Wealth Advisors's BLK Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Blackrock (BLK) stake by 0.37% in Q3 2025, buying an estimated $4.47K and bringing the position to 1,095 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #56.

Oak Hill Wealth Advisors first reported a position in BLK in Q4 2022 and has held it in 10 quarters since. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

Oak Hill Wealth Advisors held 1,095 shares of Blackrock worth $1.28M as of Q3 2025.
Oak Hill Wealth Advisors bought 4 Blackrock shares in Q3 2025, an estimated $4.47K.
Blackrock made up 0.24% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #56 holding.
Oak Hill Wealth Advisors first reported a position in Blackrock in Q4 2022 and has held it in 10 quarters since.
2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.