Stephens Consulting’s Blackrock BLK Stock Holding History

Stephens Consulting’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	$5.35K	Buy	+5	New	+$5.47K	﹤0.01%	287
2025 Q3	–	Sell	-17	Closed	-$17.8K	–	496
2025 Q2	$17.8K	Buy	17 +3	+21%	+$2.84K	﹤0.01%	270
2025 Q1	$13.3K	Buy	14 +2	+17%	+$1.96K	﹤0.01%	301
2024 Q4	$12.3K	Hold	12	–	–	﹤0.01%	328
2024 Q3	$11.4K	Sell	12 -13	-52%	-$11.3K	﹤0.01%	323
2024 Q2	$19.7K	Buy	25 +13	+108%	+$10.1K	0.01%	264
2024 Q1	$10K	Hold	12	–	–	﹤0.01%	314
2023 Q4	$9.74K	Hold	12	–	–	﹤0.01%	316
2023 Q3	$7.76K	Hold	12	–	–	﹤0.01%	337
2023 Q2	$8.29K	Sell	12 -6	-33%	-$4.02K	﹤0.01%	328
2023 Q1	$12K	Hold	18	–	–	0.01%	293
2022 Q4	$12.8K	Sell	18 -17	-49%	-$11.4K	0.01%	270
2022 Q3	$19.3K	Hold	35	–	–	0.02%	257
2022 Q2	$21.3K	Hold	35	–	–	0.02%	237
2022 Q1	$26.7K	Buy	35 +6	+21%	+$4.69K	0.02%	244
2021 Q4	$26.6K	Buy	+29	New	+$26.5K	0.02%	267

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

Stephens Consulting's BLK Position: Q4 2025 in Review

Stephens Consulting opened a new position in Blackrock (BLK) in Q4 2025: 5 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in BLK as recently as Q2 2025.

Stephens Consulting first reported a position in BLK in Q4 2021 and has held it in 16 quarters since. The position peaked at $26.7K in Q1 2022. 2,414 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Stephens Consulting held 5 shares of Blackrock worth $5.35K as of Q4 2025.
Blackrock was a new Stephens Consulting position in Q4 2025.
Blackrock made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #287 holding.
Stephens Consulting first reported a position in Blackrock in Q4 2021 and has held it in 16 quarters since.
Stephens Consulting's Blackrock position peaked at $26.7K in Q1 2022.
2,414 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.