Activest Wealth Management’s Blackstone BX Stock Holding History

Activest 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
2026 Q1	$586K	Buy	5,095 +4,452	+692%	+$579K	0.1%	84
2025 Q4	$99.1K	Sell	643 -3,407	-84%	-$518K	0.02%	221
2025 Q3	$692K	Buy	4,050 +88	+2%	+$15.1K	0.14%	65
2025 Q2	$593K	Buy	3,962 +36	+0.9%	+$4.95K	0.14%	59
2025 Q1	$549K	Buy	3,926 +30	+0.8%	+$4.87K	0.15%	63
2024 Q4	$672K	Sell	3,896 -19	-0.5%	-$3.31K	0.19%	55
2024 Q3	$600K	Buy	3,915 +21	+0.5%	+$2.91K	0.19%	53
2024 Q2	$482K	Buy	3,894 +3,866	+13,807%	+$476K	0.16%	54
2024 Q1	$3.69K	Hold	28	–	–	﹤0.01%	280
2023 Q4	$3.66K	Hold	28	–	–	﹤0.01%	246
2023 Q3	$2.97K	Sell	28 -114	-80%	-$11.9K	﹤0.01%	251
2023 Q2	$12.7K	Buy	142 +115	+426%	+$9.93K	0.01%	152
2023 Q1	$2.35K	Sell	27 -69	-72%	-$6.09K	﹤0.01%	249
2022 Q4	$7.13K	Buy	96 +30	+45%	+$2.59K	﹤0.01%	331
2022 Q3	$6K	Buy	66 +33	+100%	+$3.2K	﹤0.01%	336
2022 Q2	$3K	Buy	+33	New	+$3.56K	﹤0.01%	289

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