Sierra Ocean’s Blackrock BLK Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-165	Closed	-$173K	–	163
2025 Q2	$173K	Buy	165 +5	+3%	+$4.73K	0.13%	75
2025 Q1	$152K	Buy	160 +5	+3%	+$4.9K	0.12%	75
2024 Q4	$159K	Buy	+155	New	+$157K	0.13%	71

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Sierra Ocean's BLK Position: Q3 2025 in Review

Sierra Ocean sold out of Blackrock (BLK) in Q3 2025, closing a stake of 165 shares — an estimated $173K sold.

Sierra Ocean first reported a position in BLK in Q4 2024 and held it in 3 quarters. The position peaked at $173K in Q2 2025. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

Sierra Ocean reported no remaining Blackrock position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 165 Blackrock shares in Q3 2025, an estimated $173K.
Sierra Ocean first reported a position in Blackrock in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Blackrock position peaked at $173K in Q2 2025.
2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.