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Blackrock shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $211k 223 946.44

More positions owned by Monterey Private Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Monterey Private Wealth

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Capital Research Global Investors
Capital World Investors
Geode Capital Management
Wells Fargo & Company
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Franklin Resources
Ameriprise Financial
Northern Trust
Royal Bank of Canada

View all funds holding Blackrock