1WM
BX icon

1858 Wealth Management’s Blackstone BX Stock Holding History

1858 Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$233K Hold
1,365
– – 0.16% 100
2025
Q2 		$204K Buy
+1,365
New +$188K 0.15% 117
2025
Q1 		– Sell
-1,365
Closed -$235K – 118
2024
Q4 		$235K Hold
1,365
– – 0.19% 108
2024
Q3 		$209K Buy
+1,365
New +$189K 0.17% 115

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

1858 Wealth Management's BX Position: Q3 2025 in Review

1858 Wealth Management held its Blackstone (BX) position steady in Q3 2025 at 1,365 shares worth $233K. The position accounts for 0.16% of the portfolio, ranked #100.

1858 Wealth Management first reported a position in BX in Q3 2024 and has held it in 4 quarters since. The position peaked at $235K in Q4 2024. 2,209 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • 1858 Wealth Management held 1,365 shares of Blackstone worth $233K as of Q3 2025.
  • 1858 Wealth Management left its Blackstone share count unchanged in Q3 2025.
  • Blackstone made up 0.16% of 1858 Wealth Management's portfolio in Q3 2025, its #100 holding.
  • 1858 Wealth Management first reported a position in Blackstone in Q3 2024 and has held it in 4 quarters since.
  • 1858 Wealth Management's Blackstone position peaked at $235K in Q4 2024.
  • 2,209 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.