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Blackrock shares owned by PDS Planning

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by PDS Planning from 13F filings

Historical chart of PDS Planning investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by PDS Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by PDS Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 938 1165.40
2025-06-30 $990k 944 1048.83
2025-03-31 $817k 863 946.07
2024-12-31 $823k 803 1024.63

More positions owned by PDS Planning

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Global Reit Etf (REET)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Abbvie (ABBV)

View all positions for PDS Planning

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Capital Research Global Investors
Morgan Stanley
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

View all funds holding Blackrock