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Transform Wealth’s Blackrock BLK Stock Holding History

Transform Wealth’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 		– Sell
-205
Closed -$210K – 247
2024
Q4 		$210K Buy
+205
New +$208K 0.01% 249
2022
Q3 		– Sell
-834
Closed -$508K – 186
2022
Q2 		$508K Sell
834
-7,722
-90% -$5.03M 0.08% 124
2022
Q1 		$6.54M Sell
8,556
-1,841
-18% -$1.44M 0.73% 49
2021
Q4 		$9.52M Buy
10,397
+1,365
+15% +$1.25M 0.99% 32
2021
Q3 		$7.58M Sell
9,032
-85
-0.9% -$76.2K 0.87% 43
2021
Q2 		$7.98M Buy
9,117
+2,513
+38% +$2.12M 0.97% 36
2021
Q1 		$4.98M Buy
6,604
+65
+1% +$47.2K 1% 33
2020
Q4 		$4.72M Buy
6,539
+5,199
+388% +$3.45M 0.99% 30
2020
Q3 		$755K Sell
1,340
-31
-2% -$17.7K 0.12% 119
2020
Q2 		$746K Buy
1,371
+30
+2% +$15.1K 0.13% 115
2020
Q1 		$590K Buy
1,341
+147
+12% +$72.4K 0.13% 133
2019
Q4 		$600K Buy
1,194
+425
+55% +$202K 0.1% 150
2019
Q3 		$343K Sell
769
-739
-49% -$329K 0.06% 167
2019
Q2 		$708K Buy
+1,508
New +$682K 0.1% 157

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

Transform Wealth's BLK Position: Q1 2025 in Review

Transform Wealth sold out of Blackrock (BLK) in Q1 2025, closing a stake of 205 shares — an estimated $210K sold.

Transform Wealth first reported a position in BLK in Q2 2019 and held it in 14 quarters. The position peaked at $9.52M in Q4 2021. 2,196 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Transform Wealth reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • Transform Wealth sold 205 Blackrock shares in Q1 2025, an estimated $210K.
  • Transform Wealth first reported a position in Blackrock in Q2 2019 and held it in 14 quarters.
  • Transform Wealth's Blackrock position peaked at $9.52M in Q4 2021.
  • 2,196 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.