Addison Advisors’s Blackstone BX Stock Holding History

Addison Advisors’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	$39.6K	Sell	344 -45	-12%	-$5.86K	0.01%	461
2025 Q4	$60K	Buy	389 +1	+0.3%	+$152	0.01%	392
2025 Q3	$66.3K	Hold	388	–	–	0.02%	372
2025 Q2	$58K	Buy	388 +23	+6%	+$3.16K	0.01%	391
2025 Q1	$51K	Hold	365	–	–	0.01%	381
2024 Q4	$62.9K	Buy	365 +2	+0.6%	+$348	0.02%	352
2024 Q3	$55.6K	Buy	363 +8	+2%	+$1.11K	0.02%	376
2024 Q2	$43.9K	Buy	355 +51	+17%	+$6.28K	0.01%	395
2024 Q1	$39.9K	Buy	304 +233	+328%	+$29.1K	0.01%	392
2023 Q4	$9.3K	Hold	71	–	–	﹤0.01%	518
2023 Q3	$7.61K	Buy	+71	New	+$7.39K	﹤0.01%	507

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