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Alaethes Wealth’s Blackstone BX Stock Holding History

Alaethes Wealth’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
Q4 		– Sell
-19,724
Closed -$3.37M – 117
2025
Q3 		$3.37M Sell
19,724
-673
-3% -$115K 0.96% 22
2025
Q2 		$3.05M Buy
20,397
+505
+3% +$69.4K 0.91% 29
2025
Q1 		$2.78M Buy
19,892
+331
+2% +$53.7K 1.02% 23
2024
Q4 		$3.37M Sell
19,561
-63
-0.3% -$11K 1.21% 16
2024
Q3 		$3M Sell
19,624
-1,433
-7% -$199K 1.11% 17
2024
Q2 		$2.61M Buy
21,057
+175
+0.8% +$21.5K 1.08% 22
2024
Q1 		$2.74M Buy
20,882
+313
+2% +$39.1K 1.2% 19
2023
Q4 		$2.69M Sell
20,569
-256
-1% -$27.7K 1.27% 16
2023
Q3 		$2.23M Sell
20,825
-102
-0.5% -$10.6K 1.22% 17
2023
Q2 		$1.95M Buy
20,927
+635
+3% +$54.9K 1.07% 21
2023
Q1 		$1.78M Buy
20,292
+730
+4% +$64.5K 1.05% 23
2022
Q4 		$1.45M Sell
19,562
-1,791
-8% -$155K 1% 32
2022
Q3 		$1.79M Buy
21,353
+792
+4% +$76.7K 1.31% 12
2022
Q2 		$1.88M Sell
20,561
-2,744
-12% -$296K 1.39% 12
2022
Q1 		$2.96M Buy
23,305
+2,368
+11% +$289K 1.88% 8
2021
Q4 		$2.71M Sell
20,937
-427
-2% -$56.9K 1.71% 9
2021
Q3 		$2.48M Buy
21,364
+64
+0.3% +$7.43K 1.81% 9
2021
Q2 		$2.07M Sell
21,300
-983
-4% -$87.3K 1.6% 10
2021
Q1 		$1.66M Buy
+22,283
New +$1.54M 1.54% 16

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Alaethes Wealth's BX Position: Q4 2025 in Review

Alaethes Wealth sold out of Blackstone (BX) in Q4 2025, closing a stake of 19,724 shares — an estimated $3.37M sold.

Alaethes Wealth first reported a position in BX in Q1 2021 and held it in 19 quarters. The position peaked at $3.37M in Q4 2024. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Alaethes Wealth reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Alaethes Wealth sold 19,724 Blackstone shares in Q4 2025, an estimated $3.37M.
  • Alaethes Wealth first reported a position in Blackstone in Q1 2021 and held it in 19 quarters.
  • Alaethes Wealth's Blackstone position peaked at $3.37M in Q4 2024.
  • 2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Alaethes Wealth's 13F filing for Q4 2025, filed 12 Feb 2026.