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Wealthstream Advisors’s Blackrock BLK Stock Holding History

Wealthstream Advisors’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
Q3 		$266K Buy
228
+13
+6% +$14.5K 0.04% 142
2025
Q2 		$226K Buy
+215
New +$203K 0.04% 153
2024
Q1 		– Sell
-298
Closed -$242K – 155
2023
Q4 		$242K Buy
+298
New +$208K 0.1% 121

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthstream Advisors's BLK Position: Q3 2025 in Review

Wealthstream Advisors increased its Blackrock (BLK) stake by 6% in Q3 2025, buying an estimated $14.5K and bringing the position to 228 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #142.

Wealthstream Advisors first reported a position in BLK in Q4 2023 and has held it in 3 quarters since. 2,274 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • Wealthstream Advisors held 228 shares of Blackrock worth $266K as of Q3 2025.
  • Wealthstream Advisors bought 13 Blackrock shares in Q3 2025, an estimated $14.5K.
  • Blackrock made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #142 holding.
  • Wealthstream Advisors first reported a position in Blackrock in Q4 2023 and has held it in 3 quarters since.
  • 2,274 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.