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Blackrock shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Blackrock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $345k 359 961.56

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

Top funds holding Blackrock

BlackRock
Vanguard Capital Management
State Street Corporation
Temasek Holdings
Bank of America Corporation
Wellington Management Company
Capital Research Global Investors
Vanguard Portfolio Management
Morgan Stanley
Geode Capital Management
Norges Bank Investment Management
Wells Fargo & Company
Citadel Advisors
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding Blackrock