Strata Wealth Advisors’s Blackrock BLK Stock Holding History

Strata Wealth Advisors’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	-179	Closed	-$209K	–	94
2025 Q3	$209K	Buy	+179	New	+$200K	0.06%	95

Other funds holding BLK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strata Wealth Advisors's BLK Position: Q4 2025 in Review

Strata Wealth Advisors sold out of Blackrock (BLK) in Q4 2025, closing a stake of 179 shares — an estimated $209K sold.

Strata Wealth Advisors first reported a position in BLK in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 2,423 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

Strata Wealth Advisors reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
Strata Wealth Advisors sold 179 Blackrock shares in Q4 2025, an estimated $209K.
Strata Wealth Advisors first reported a position in Blackrock in Q3 2025 and held it in 1 quarter.
Strata Wealth Advisors's Blackrock position peaked at $209K in Q3 2025.
2,423 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on Strata Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.