Roberts Capital Advisors’s Blackrock BLK Stock Holding History

Roberts Capital 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	-524	Closed	-$611K	–	14
2025 Q3	$611K	Sell	524 -525	-50%	-$587K	0.68%	54
2025 Q2	$1.1M	Hold	1,049	–	–	0.81%	28
2025 Q1	$993K	Hold	1,049	–	–	0.87%	28
2024 Q4	$1.08M	Hold	1,049	–	–	0.9%	24
2024 Q3	$996K	Hold	1,049	–	–	0.85%	30
2024 Q2	$875K	Hold	1,049	–	–	0.84%	34
2024 Q1	$875K	Buy	+1,049	New	+$843K	0.84%	34
2022 Q3	$619K	Hold	1,125	–	–	0.9%	28
2022 Q2	$685K	Hold	1,125	–	–	0.94%	31
2022 Q1	$860K	Hold	1,125	–	–	0.89%	29
2021 Q4	$1.03M	Buy	+1,125	New	+$1.03M	0.96%	27

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Roberts Capital Advisors's BLK Position: Q4 2025 in Review

Roberts Capital Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 524 shares — an estimated $611K sold.

Roberts Capital Advisors first reported a position in BLK in Q4 2021 and held it in 11 quarters. The position peaked at $1.1M in Q2 2025. 2,414 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Roberts Capital Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 524 Blackrock shares in Q4 2025, an estimated $611K.
Roberts Capital Advisors first reported a position in Blackrock in Q4 2021 and held it in 11 quarters.
Roberts Capital Advisors's Blackrock position peaked at $1.1M in Q2 2025.
2,414 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.