Advisor OS’s Blackstone BX Stock Holding History

Advisor OS’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	$418K	Sell	3,636 -105	-3%	-$13.7K	0.03%	338
2025 Q4	$577K	Buy	3,741 +272	+8%	+$41.3K	0.05%	261
2025 Q3	$593K	Sell	3,469 -124	-3%	-$21.2K	0.05%	230
2025 Q2	$537K	Buy	3,593 +114	+3%	+$15.7K	0.05%	242
2025 Q1	$486K	Buy	3,479 +150	+5%	+$24.3K	0.06%	239
2024 Q4	$574K	Buy	3,329 +205	+7%	+$35.7K	0.07%	201
2024 Q3	$478K	Sell	3,124 -5,611	-64%	-$778K	0.05%	255
2024 Q2	$1.08M	Sell	8,735 -733	-8%	-$90.2K	0.12%	154
2024 Q1	$1.24M	Sell	9,468 -151	-2%	-$18.9K	0.14%	130
2023 Q4	$1.26M	Sell	9,619 -1,713	-15%	-$185K	0.16%	112
2023 Q3	$1.21M	Buy	11,332 +540	+5%	+$56.2K	0.18%	101
2023 Q2	$1M	Buy	10,792 +2,126	+25%	+$184K	0.16%	123
2023 Q1	$761K	Buy	8,666 +568	+7%	+$50.2K	0.18%	134
2022 Q4	$601K	Buy	8,098 +1,101	+16%	+$95.1K	0.16%	138
2022 Q3	$587K	Sell	6,997 -421	-6%	-$40.8K	0.18%	115
2022 Q2	$677K	Buy	7,418 +112	+2%	+$12.1K	0.2%	115
2022 Q1	$928K	Buy	+7,306	New	+$891K	0.27%	86

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