Octavia Wealth Advisors’s Blackrock BLK Stock Holding History

Octavia 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 Q4	–	Sell	-203	Closed	-$237K	–	255
2025 Q3	$237K	Buy	+203	New	+$227K	0.02%	227

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

Octavia Wealth Advisors's BLK Position: Q4 2025 in Review

Octavia Wealth Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 203 shares — an estimated $237K sold.

Octavia Wealth Advisors first reported a position in BLK in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Octavia Wealth Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Octavia Wealth Advisors sold 203 Blackrock shares in Q4 2025, an estimated $237K.
Octavia Wealth Advisors first reported a position in Blackrock in Q3 2025 and held it in 1 quarter.
Octavia Wealth Advisors's Blackrock position peaked at $237K in Q3 2025.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Octavia Wealth Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.