Sage Advisors’s Blackrock BLK Stock Holding History

Sage 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	$477K	Sell	446 -3	-0.7%	-$3.28K	0.32%	38
2025 Q3	$523K	Buy	449 +2	+0.4%	+$2.24K	0.37%	26
2025 Q2	$469K	Buy	447 +2	+0.4%	+$1.89K	0.33%	26
2025 Q1	$421K	Buy	445 +2	+0.5%	+$1.96K	0.3%	24
2024 Q4	$454K	Buy	443 +2	+0.5%	+$2.03K	0.34%	21
2024 Q3	$419K	Buy	441 +2	+0.5%	+$1.73K	0.33%	20
2024 Q2	$346K	Sell	439 -1,744	-80%	-$1.36M	0.28%	21
2024 Q1	$1.82M	Buy	2,183 +204	+10%	+$164K	1.62%	11
2023 Q4	$1.61M	Buy	+1,979	New	+$1.38M	1.6%	12

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

Sage Advisors's BLK Position: Q4 2025 in Review

Sage Advisors reduced its Blackrock (BLK) stake by 0.67% in Q4 2025, selling an estimated $3.28K and leaving 446 shares worth $477K. The position accounts for 0.32% of the portfolio, ranked #38.

Sage Advisors first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.82M in Q1 2024. 2,414 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Sage Advisors held 446 shares of Blackrock worth $477K as of Q4 2025.
Sage Advisors sold 3 Blackrock shares in Q4 2025, an estimated $3.28K.
Blackrock made up 0.32% of Sage Advisors's portfolio in Q4 2025, its #38 holding.
Sage Advisors first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
Sage Advisors's Blackrock position peaked at $1.82M in Q1 2024.
2,414 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

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