BLK β€” BLACKROCK INC

Ownership history in Phase 2 Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

Phase 2 Partners, LLC reported BLACKROCK INC (BLK) in 5 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 4.21% in 2023 Q3. The latest visible filing shows BLK at 2.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phase 2 Partners, LLC's position in BLACKROCK INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

BLK was reported at 2.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.21% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Phase 2 Partners, LLC held BLK β€” position size vs. price
% of Fund (quarterly)    BLK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 2,996 -2,996 -50.0% 2.31% $3.1M 2025-02-14 (Est.) $949.07
2024 Q3 REDUCED 5,992 -8,748 -59.3% 3.36% $5.7M 2024-11-14 $1015.34
2023 Q3 ADDED 14,740 +1,290 +9.6% 4.21% $9.5M 2023-11-14 $659.31
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Phase 2 Partners, LLC and BLK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Phase 2 Partners, LLC reported owning BLK?

Phase 2 Partners, LLC reported BLK across 3 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported BLK position in Phase 2 Partners, LLC's portfolio?

The largest reported portfolio weight for BLK was 4.21% in 2023 Q3.

What is the latest reported BLK position on this page?

The most recent filing on this page is 2024 Q4, when Phase 2 Partners, LLC reported 2,996 shares, equal to 2.31% of portfolio, with an estimated market value of $3.1M.

What does the chart on this BLK ownership page compare?

The chart compares Phase 2 Partners, LLC's quarterly BLK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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