SageView Advisory Group’s Blackrock BLK Stock Holding History

SageView Advisory Group’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	$1.57M	Sell	1,463 -5	-0.3%	-$5.47K	0.05%	194
2025 Q3	$1.71M	Buy	1,468 +37	+3%	+$41.4K	0.06%	182
2025 Q2	$1.6M	Buy	1,431 +16	+1%	+$15.1K	0.06%	172
2025 Q1	$1.34M	Buy	1,415 +6	+0.4%	+$5.88K	0.06%	186
2024 Q4	$1.44M	Buy	1,409 +65	+5%	+$66K	0.06%	168
2024 Q3	$1.28M	Sell	1,344 -70	-5%	-$60.6K	0.06%	160
2024 Q2	$1.11M	Sell	1,414 -542	-28%	-$423K	0.05%	206
2024 Q1	$1.63M	Sell	1,956 -40	-2%	-$32.1K	0.08%	138
2023 Q4	$1.56M	Buy	+1,996	New	+$1.39M	0.07%	187

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

SageView Advisory Group's BLK Position: Q4 2025 in Review

SageView Advisory Group reduced its Blackrock (BLK) stake by 0.34% in Q4 2025, selling an estimated $5.47K and leaving 1,463 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #194.

SageView Advisory Group first reported a position in BLK in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.71M in Q3 2025. 2,415 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

SageView Advisory Group held 1,463 shares of Blackrock worth $1.57M as of Q4 2025.
SageView Advisory Group sold 5 Blackrock shares in Q4 2025, an estimated $5.47K.
Blackrock made up 0.05% of SageView Advisory Group's portfolio in Q4 2025, its #194 holding.
SageView Advisory Group first reported a position in Blackrock in Q4 2023 and has held it in 9 quarters since.
SageView Advisory Group's Blackrock position peaked at $1.71M in Q3 2025.
2,415 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.