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Wealth Alliance Advisory Group’s Blackrock BLK Stock Holding History

Wealth Alliance Advisory 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
Q2 		– Sell
-563
Closed -$533K – 189
2025
Q1 		$533K Buy
+563
New +$552K 0.11% 107
2024
Q4 		– Sell
-664
Closed -$630K – 192
2024
Q3 		$630K Buy
+664
New +$575K 0.13% 97

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Alliance Advisory Group's BLK Position: Q2 2025 in Review

Wealth Alliance Advisory Group sold out of Blackrock (BLK) in Q2 2025, closing a stake of 563 shares — an estimated $533K sold.

Wealth Alliance Advisory Group first reported a position in BLK in Q3 2024 and held it in 2 quarters. The position peaked at $630K in Q3 2024. 2,220 funds tracked by Wall St. Rank hold BLK as of Q2 2025.

  • Wealth Alliance Advisory Group reported no remaining Blackrock position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 563 Blackrock shares in Q2 2025, an estimated $533K.
  • Wealth Alliance Advisory Group first reported a position in Blackrock in Q3 2024 and held it in 2 quarters.
  • Wealth Alliance Advisory Group's Blackrock position peaked at $630K in Q3 2024.
  • 2,220 funds tracked by Wall St. Rank held Blackrock as of Q2 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2025, filed 7 Jul 2025.