Watts Gwilliam & Co’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$507K Hold
435
0.08% 131
2025
Q2
$495K Buy
435
+33
+8% +$31.2K 0.08% 136
2025
Q1
$380K Buy
402
+51
+15% +$50K 0.08% 148
2024
Q4
$344K Sell
351
-7
-2% -$7.1K 0.07% 156
2024
Q3
$340K Buy
+358
New +$310K 0.07% 152
2024
Q1
$275K Buy
+342
New +$275K 0.08% 144

Other funds holding BLK

Watts Gwilliam & Co's BLK Position: Q3 2025 in Review

Watts Gwilliam & Co held its Blackrock (BLK) position steady in Q3 2025 at 435 shares worth $507K. The position accounts for 0.08% of the portfolio, ranked #131.

Watts Gwilliam & Co first reported a position in BLK in Q1 2024 and has held it in 6 quarters since. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • Watts Gwilliam & Co held 435 shares of Blackrock worth $507K as of Q3 2025.
  • Watts Gwilliam & Co left its Blackrock share count unchanged in Q3 2025.
  • Blackrock made up 0.08% of Watts Gwilliam & Co's portfolio in Q3 2025, its #131 holding.
  • Watts Gwilliam & Co first reported a position in Blackrock in Q1 2024 and has held it in 6 quarters since.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.