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Spectrum Wealth Counsel’s Blackrock BLK Stock Holding History

Spectrum Wealth Counsel’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
Q1 		$9.72M Buy
10,268
+17
+0.2% +$16.7K 1.17% 26
2024
Q4 		$10.5M Sell
10,251
-67
-0.6% -$68K 1.23% 26
2024
Q3 		$9.8M Buy
10,318
+3,354
+48% +$2.9M 1.16% 26
2024
Q2 		$5.48M Buy
6,964
+2,976
+75% +$2.32M 0.69% 42
2024
Q1 		$3.32M Buy
+3,988
New +$3.2M 0.41% 59

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B 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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spectrum Wealth Counsel's BLK Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Blackrock (BLK) stake by 0.17% in Q1 2025, buying an estimated $16.7K and bringing the position to 10,268 shares worth $9.72M. The position accounts for 1.17% of the portfolio, ranked #26.

Spectrum Wealth Counsel first reported a position in BLK in Q1 2024 and has held it in 5 quarters since. The position peaked at $10.5M in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Spectrum Wealth Counsel held 10,268 shares of Blackrock worth $9.72M as of Q1 2025.
  • Spectrum Wealth Counsel bought 17 Blackrock shares in Q1 2025, an estimated $16.7K.
  • Blackrock made up 1.17% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #26 holding.
  • Spectrum Wealth Counsel first reported a position in Blackrock in Q1 2024 and has held it in 5 quarters since.
  • Spectrum Wealth Counsel's Blackrock position peaked at $10.5M in Q4 2024.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.