Accretive Wealth Partners’s Blackstone BX Stock Holding History

Accretive Wealth Partners’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
2026 Q1	$1.65M	Sell	14,330 -128	-0.9%	-$16.7K	0.47%	61
2025 Q4	$2.23M	Sell	14,458 -213	-1%	-$32.4K	0.66%	42
2025 Q3	$2.51M	Buy	14,671 +243	+2%	+$41.6K	0.76%	37
2025 Q2	$2.16M	Buy	14,428 +176	+1%	+$24.2K	0.71%	42
2025 Q1	$1.91M	Buy	14,252 +1,108	+8%	+$180K	0.67%	47
2024 Q4	$2.27M	Sell	13,144 -291	-2%	-$50.7K	0.96%	33
2024 Q3	$2.06M	Sell	13,435 -323	-2%	-$44.8K	0.86%	36
2024 Q2	$1.7M	Buy	13,758 +135	+1%	+$16.6K	0.71%	41
2024 Q1	$1.61M	Buy	13,623 +158	+1%	+$19.7K	0.71%	44
2023 Q4	$1.76M	Sell	13,465 -28	-0.2%	-$3.03K	0.85%	36
2023 Q3	$1.45M	Buy	13,493 +191	+1%	+$19.9K	0.86%	31
2023 Q2	$1.24M	Buy	13,302 +1,123	+9%	+$97K	0.73%	44
2023 Q1	$1.07M	Buy	12,179 +359	+3%	+$31.7K	0.68%	49
2022 Q4	$877K	Buy	11,820 +795	+7%	+$68.7K	0.6%	51
2022 Q3	$923K	Buy	+11,025	New	+$1.07M	0.7%	46
2022 Q2	–	Sell	-1,907	Closed	-$242K	–	110
2022 Q1	$242K	Buy	+1,907	New	+$233K	0.15%	103

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return