Secure Asset Management’s Blackrock BLK Stock Holding History

Secure Asset Management’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
2026 Q1	$252K	Buy	262 +18	+7%	+$18.9K	0.04%	273
2025 Q4	$261K	Buy	+244	New	+$267K	0.04%	285
2024 Q2	–	Sell	-247	Closed	-$206K	–	287
2024 Q1	$206K	Sell	247 -9	-4%	-$7.23K	0.05%	225
2023 Q4	$208K	Sell	256 -91	-26%	-$63.5K	0.06%	220
2023 Q3	$224K	Buy	347 +2	+0.6%	+$1.4K	0.07%	191
2023 Q2	$239K	Buy	+345	New	+$231K	0.07%	170
2023 Q1	–	Sell	-363	Closed	-$257K	–	189
2022 Q4	$257K	Sell	363 -21	-5%	-$14K	0.09%	159
2022 Q3	$212K	Sell	384 -16	-4%	-$10.5K	0.12%	139
2022 Q2	$244K	Sell	400 -17	-4%	-$11.1K	0.14%	130
2022 Q1	$319K	Sell	417 -33	-7%	-$25.8K	0.14%	137
2021 Q4	$412K	Sell	450 -57	-11%	-$52K	0.17%	104
2021 Q3	$425K	Buy	507 +204	+67%	+$183K	0.21%	84
2021 Q2	$265K	Buy	303 +23	+8%	+$19.4K	0.13%	147
2021 Q1	$211K	Buy	+280	New	+$203K	0.12%	168
2020 Q1	–	Sell	-555	Closed	-$279K	–	115
2019 Q4	$279K	Buy	+555	New	+$263K	0.2%	120

Other funds holding BLK

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B 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 Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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