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Orion Portfolio Solutions’s Blackrock BLK Stock Holding History

Orion Portfolio Solutions’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 		$12.6M Sell
13,329
-269
-2% -$264K 0.12% 144
2024
Q4 		$13.9M Sell
13,598
-286
-2% -$290K 0.14% 133
2024
Q3 		$13.2M Sell
13,884
-348
-2% -$301K 0.13% 157
2024
Q2 		$11.2M Sell
14,232
-267
-2% -$208K 0.12% 166
2024
Q1 		$12.1M Sell
14,499
-560
-4% -$450K 0.13% 157
2023
Q4 		$12M Sell
15,059
-1,507
-9% -$1.05M 0.14% 150
2023
Q3 		$10.7M Sell
16,566
-1,710
-9% -$1.19M 0.13% 158
2023
Q2 		$12.6M Sell
18,276
-484
-3% -$324K 0.13% 146
2023
Q1 		$12.6M Buy
18,760
+16,005
+581% +$11.3M 0.15% 131
2022
Q4 		$1.95M Buy
2,755
+384
+16% +$256K 0.07% 196
2022
Q3 		$1.3M Buy
2,371
+506
+27% +$331K 0.05% 209
2022
Q2 		$1.14M Buy
1,865
+271
+17% +$176K 0.05% 234
2022
Q1 		$1.22M Buy
1,594
+181
+13% +$141K 0.04% 239
2021
Q4 		$1.29M Buy
1,413
+55
+4% +$50.2K 0.04% 232
2021
Q3 		$1.14M Sell
1,358
-353
-21% -$316K 0.04% 232
2021
Q2 		$1.5M Buy
1,711
+715
+72% +$604K 0.06% 176
2021
Q1 		$751K Sell
996
-38
-4% -$27.6K 0.03% 246
2020
Q4 		$746K Buy
1,034
+184
+22% +$122K 0.03% 234
2020
Q3 		$479K Buy
850
+119
+16% +$67.9K 0.02% 275
2020
Q2 		$398K Buy
731
+81
+12% +$40.9K 0.02% 273
2020
Q1 		$286K Sell
650
-1,405
-68% -$692K 0.02% 263
2019
Q4 		$1.03M Buy
+2,055
New +$975K 0.08% 130

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

Orion Portfolio Solutions's BLK Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Blackrock (BLK) stake by 2% in Q1 2025, selling an estimated $264K and leaving 13,329 shares worth $12.6M. The position accounts for 0.12% of the portfolio, ranked #144.

Orion Portfolio Solutions first reported a position in BLK in Q4 2019 and has held it in 22 quarters since. The position peaked at $13.9M in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Orion Portfolio Solutions held 13,329 shares of Blackrock worth $12.6M as of Q1 2025.
  • Orion Portfolio Solutions sold 269 Blackrock shares in Q1 2025, an estimated $264K.
  • Blackrock made up 0.12% of Orion Portfolio Solutions's portfolio in Q1 2025, its #144 holding.
  • Orion Portfolio Solutions first reported a position in Blackrock in Q4 2019 and has held it in 22 quarters since.
  • Orion Portfolio Solutions's Blackrock position peaked at $13.9M in Q4 2024.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.