Rise Advisors’s Blackrock BLK Stock Holding History

Rise 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	-90	Closed	-$105K	–	273
2025 Q3	$105K	Buy	90 +3	+3%	+$3.35K	0.04%	157
2025 Q2	$91.6K	Hold	87	–	–	0.04%	161
2025 Q1	$82.7K	Buy	87 +14	+19%	+$13.7K	0.04%	166
2024 Q4	$75.2K	Hold	73	–	–	0.04%	170
2024 Q3	$69.6K	Hold	73	–	–	0.03%	186
2024 Q2	$57.4K	Buy	73 +1	+1%	+$780	0.03%	215
2024 Q1	$60.4K	Buy	+72	New	+$57.8K	0.03%	201

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

Rise Advisors's BLK Position: Q4 2025 in Review

Rise Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 90 shares — an estimated $105K sold.

Rise Advisors first reported a position in BLK in Q1 2024 and held it in 7 quarters. The position peaked at $105K in Q3 2025. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Rise Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 90 Blackrock shares in Q4 2025, an estimated $105K.
Rise Advisors first reported a position in Blackrock in Q1 2024 and held it in 7 quarters.
Rise Advisors's Blackrock position peaked at $105K in Q3 2025.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.