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Stonegate Investment Group’s Blackrock BLK Stock Holding History

Stonegate Investment Group’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 		$332K Sell
285
-42
-13% -$47K 0.01% 302
2025
Q2 		$343K Sell
327
-191
-37% -$181K 0.01% 287
2025
Q1 		$490K Sell
518
-4,605
-90% -$4.51M 0.01% 219
2024
Q4 		$5.25M Sell
5,123
-299
-6% -$303K 0.14% 68
2024
Q3 		$5.15M Buy
5,422
+13
+0.2% +$11.3K 0.14% 72
2024
Q2 		$4.26M Sell
5,409
-56
-1% -$43.7K 0.12% 77
2024
Q1 		$4.56M Sell
5,465
-165
-3% -$133K 0.14% 76
2023
Q4 		$4.57M Sell
5,630
-1,659
-23% -$1.16M 0.15% 67
2023
Q3 		$4.71M Sell
7,289
-842
-10% -$588K 0.17% 64
2023
Q2 		$5.62M Sell
8,131
-167
-2% -$112K 0.2% 63
2023
Q1 		$5.55M Sell
8,298
-374
-4% -$263K 0.21% 62
2022
Q4 		$6.15M Sell
8,672
-552
-6% -$369K 0.27% 58
2022
Q3 		$5.08M Sell
9,224
-171
-2% -$112K 0.23% 66
2022
Q2 		$5.72M Sell
9,395
-147
-2% -$95.7K 0.25% 65
2022
Q1 		$7.29M Buy
9,542
+74
+0.8% +$57.8K 0.24% 57
2021
Q4 		$8.67M Buy
+9,468
New +$8.64M 0.36% 50

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Stonegate Investment Group's BLK Position: Q3 2025 in Review

Stonegate Investment Group reduced its Blackrock (BLK) stake by 13% in Q3 2025, selling an estimated $47K and leaving 285 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #302.

Stonegate Investment Group first reported a position in BLK in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.67M in Q4 2021. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • Stonegate Investment Group held 285 shares of Blackrock worth $332K as of Q3 2025.
  • Stonegate Investment Group sold 42 Blackrock shares in Q3 2025, an estimated $47K.
  • Blackrock made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #302 holding.
  • Stonegate Investment Group first reported a position in Blackrock in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Blackrock position peaked at $8.67M in Q4 2021.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.