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Blackrock shares owned by Xcel Wealth Management

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

Historical chart of Xcel Wealth Management investment in Blackrock

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Blackrock by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 1.4k 1165.87
2025-06-30 $1.6M 1.5k 1049.25
2025-03-31 $1.4M 1.5k 946.48
2024-12-31 $731k 713 1025.11