WealthPlan Investment Management’s Blackrock BLK Stock Holding History

WealthPlan Investment Management’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	-300	Closed	-$350K	–	379
2025 Q3	$350K	Buy	300 +36	+14%	+$40.2K	0.02%	257
2025 Q2	$277K	Buy	+264	New	+$250K	0.02%	298

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 $3.37T AUM 44.26% 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

WealthPlan Investment Management's BLK Position: Q4 2025 in Review

WealthPlan Investment Management sold out of Blackrock (BLK) in Q4 2025, closing a stake of 300 shares — an estimated $350K sold.

WealthPlan Investment Management first reported a position in BLK in Q2 2025 and held it in 2 quarters. The position peaked at $350K in Q3 2025. 2,419 funds tracked by Wall St. Rank hold BLK as of Q4 2025.

WealthPlan Investment Management reported no remaining Blackrock position as of Q4 2025 after selling out during the quarter.
WealthPlan Investment Management sold 300 Blackrock shares in Q4 2025, an estimated $350K.
WealthPlan Investment Management first reported a position in Blackrock in Q2 2025 and held it in 2 quarters.
WealthPlan Investment Management's Blackrock position peaked at $350K in Q3 2025.
2,419 funds tracked by Wall St. Rank held Blackrock as of Q4 2025.

Based on WealthPlan Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.