Unique Wealth Strategies’s Blackrock BLK Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-122	Closed	-$102K	–	266
2024 Q2	$102K	Buy	+122	New	+$95.2K	0.05%	206

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Unique Wealth Strategies's BLK Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Blackrock (BLK) in Q3 2024, closing a stake of 122 shares — an estimated $102K sold.

Unique Wealth Strategies first reported a position in BLK in Q2 2024 and held it in 1 quarter. The position peaked at $102K in Q2 2024. 1,806 funds tracked by Wall St. Rank hold BLK as of Q3 2024.

Unique Wealth Strategies reported no remaining Blackrock position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 122 Blackrock shares in Q3 2024, an estimated $102K.
Unique Wealth Strategies first reported a position in Blackrock in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Blackrock position peaked at $102K in Q2 2024.
1,806 funds tracked by Wall St. Rank held Blackrock as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.