AllSquare Wealth Management’s Blackstone BX Stock Holding History

AllSquare 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
2025 Q3	$59.1K	Hold	346	–	–	0.03%	219
2025 Q2	$51.8K	Hold	346	–	–	0.03%	220
2025 Q1	$48.4K	Hold	346	–	–	0.03%	212
2024 Q4	$59.7K	Hold	346	–	–	0.03%	196
2024 Q3	$53K	Hold	346	–	–	0.03%	209
2024 Q2	$42.8K	Hold	346	–	–	0.03%	220
2024 Q1	$45.5K	Hold	346	–	–	0.03%	224
2023 Q4	$45.3K	Hold	346	–	–	0.03%	221
2023 Q3	$37.1K	Hold	346	–	–	0.02%	232
2023 Q2	$29.9K	Hold	346	–	–	0.02%	266
2023 Q1	$30.4K	Hold	346	–	–	0.02%	266
2022 Q4	$25.7K	Hold	346	–	–	0.02%	268
2022 Q3	$29K	Hold	346	–	–	0.02%	245
2022 Q2	$32K	Hold	346	–	–	0.02%	247
2022 Q1	$44K	Hold	346	–	–	0.03%	240
2021 Q4	$45K	Hold	346	–	–	0.03%	232
2021 Q3	$40K	Hold	346	–	–	0.02%	246
2021 Q2	$34K	Hold	346	–	–	0.02%	275
2021 Q1	$26K	Hold	346	–	–	0.02%	290
2020 Q4	$22K	Hold	346	–	–	0.01%	272
2020 Q3	$18K	Hold	346	–	–	0.01%	273
2020 Q2	$20K	Hold	346	–	–	0.02%	263
2020 Q1	$16K	Hold	346	–	–	0.01%	259
2019 Q4	$19K	Hold	346	–	–	0.01%	263
2019 Q3	$17K	Hold	346	–	–	0.01%	270
2019 Q2	$15K	Hold	346	–	–	0.01%	291
2019 Q1	$12K	Hold	346	–	–	0.01%	308
2018 Q4	$10K	Hold	346	–	–	0.01%	307
2018 Q3	$13K	Hold	346	–	–	0.01%	312
2018 Q2	$11K	Buy	+346	New	+$11K	0.01%	324

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

AllSquare Wealth Management's BX Position: Q3 2025 in Review

AllSquare Wealth Management held its Blackstone (BX) position steady in Q3 2025 at 346 shares worth $59.1K. The position accounts for 0.03% of the portfolio, ranked #219.

AllSquare Wealth Management first reported a position in BX in Q2 2018 and has held it in 30 quarters since. The position peaked at $59.7K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

AllSquare Wealth Management held 346 shares of Blackstone worth $59.1K as of Q3 2025.
AllSquare Wealth Management left its Blackstone share count unchanged in Q3 2025.
Blackstone made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #219 holding.
AllSquare Wealth Management first reported a position in Blackstone in Q2 2018 and has held it in 30 quarters since.
AllSquare Wealth Management's Blackstone position peaked at $59.7K in Q4 2024.
2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.