Current Value of Holding

$544M

Shares

546k

% of Portfolio

9.85%

Average Buy Price

$1.09k

Avg closing price
Price range

2 Jeffrey Ubben Blackrock Trades

Jeffrey Ubben's position in Blackrock is currently worth $544M. That's 9.85% of their entire equity portfolio (4th largest holding). Jeffrey Ubben started to build up the position in Blackrock in Q4 2025. Since then they sold 149k shares. The investor's estimated purchase price is $597M, resulting in a loss of 8.9%.

Avg closing price
Price range
Sold 21.4% shares (-149k shares) Q1 2026
Avg closing price $1,066.75
Price range $922.90 - $1,163.17
New holding (+695k shares) Q4 2025
Avg closing price $1,092.37
Price range $991.92 - $1,202.59

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