Spartan Planning & Wealth Management’s Blackrock BLK Stock Holding History

Spartan Planning & Wealth 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
2025 Q4	–	Sell	-231	Closed	-$269K	–	81
2025 Q3	$269K	Sell	231 -42	-15%	-$47K	0.21%	69
2025 Q2	$286K	Buy	+273	New	+$258K	0.25%	69
2025 Q1	–	Sell	-233	Closed	-$239K	–	68
2024 Q4	$239K	Buy	+233	New	+$236K	0.22%	61
2023 Q4	$262K	Buy	+323	New	+$225K	0.28%	45
2022 Q4	$588K	Buy	+830	New	+$554K	0.73%	19

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

Spartan Planning & Wealth Management's BLK Position: Q4 2025 in Review

Spartan Planning & Wealth Management sold out of Blackrock (BLK) in Q4 2025, closing a stake of 231 shares — an estimated $269K sold.

Spartan Planning & Wealth Management first reported a position in BLK in Q4 2022 and held it in 5 quarters. The position peaked at $588K in Q4 2022. 2,415 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Spartan Planning & Wealth Management reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Spartan Planning & Wealth Management sold 231 Blackrock shares in Q4 2025, an estimated $269K.
Spartan Planning & Wealth Management first reported a position in Blackrock in Q4 2022 and held it in 5 quarters.
Spartan Planning & Wealth Management's Blackrock position peaked at $588K in Q4 2022.
2,415 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.