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Alpha Cubed Investments’s Blackstone BX Stock Holding History

Alpha Cubed Investments’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 		$1.23M Buy
7,981
+280
+4% +$42.5K 0.04% 109
2025
Q3 		$1.32M Sell
7,701
-513
-6% -$87.9K 0.05% 107
2025
Q2 		$1.23M Buy
8,214
+70
+0.9% +$9.62K 0.05% 111
2025
Q1 		$1.14M Buy
8,144
+3,141
+63% +$510K 0.05% 115
2024
Q4 		$863K Sell
5,003
-71
-1% -$12.4K 0.04% 118
2024
Q3 		$777K Sell
5,074
-213
-4% -$29.6K 0.03% 120
2024
Q2 		$655K Sell
5,287
-500
-9% -$61.5K 0.03% 132
2024
Q1 		$760K Buy
5,787
+328
+6% +$41K 0.04% 120
2023
Q4 		$715K Buy
5,459
+600
+12% +$64.9K 0.04% 135
2023
Q3 		$521K Sell
4,859
-100
-2% -$10.4K 0.04% 136
2023
Q2 		$461K Sell
4,959
-90
-2% -$7.78K 0.03% 151
2023
Q1 		$444K Sell
5,049
-3,398
-40% -$300K 0.03% 157
2022
Q4 		$627K Buy
8,447
+3,216
+61% +$278K 0.05% 142
2022
Q3 		$438K Sell
5,231
-2,691
-34% -$261K 0.03% 162
2022
Q2 		$723K Buy
7,922
+867
+12% +$93.6K 0.05% 138
2022
Q1 		$896K Buy
7,055
+4,532
+180% +$553K 0.06% 140
2021
Q4 		$326K Sell
2,523
-236
-9% -$31.5K 0.02% 216
2021
Q3 		$321K Sell
2,759
-34
-1% -$3.95K 0.02% 207
2021
Q2 		$271K Buy
+2,793
New +$248K 0.02% 220
2021
Q1 		– Sell
-3,165
Closed -$205K – 261
2020
Q4 		$205K Buy
+3,165
New +$184K 0.02% 241
2020
Q1 		– Sell
-3,936
Closed -$220K – 229
2019
Q4 		$220K Buy
+3,936
New +$204K 0.02% 234
2018
Q4 		– Sell
-7,844
Closed -$272K – 239
2018
Q3 		$272K Buy
+7,844
New +$283K 0.03% 248
2017
Q3 		– Sell
-7,286
Closed -$243K – 232
2017
Q2 		$243K Buy
+7,286
New +$229K 0.04% 173

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

Alpha Cubed Investments's BX Position: Q4 2025 in Review

Alpha Cubed Investments increased its Blackstone (BX) stake by 3.6% in Q4 2025, buying an estimated $42.5K and bringing the position to 7,981 shares worth $1.23M. The position accounts for 0.04% of the portfolio, ranked #109.

Alpha Cubed Investments first reported a position in BX in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2025. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Alpha Cubed Investments held 7,981 shares of Blackstone worth $1.23M as of Q4 2025.
  • Alpha Cubed Investments bought 280 Blackstone shares in Q4 2025, an estimated $42.5K.
  • Blackstone made up 0.04% of Alpha Cubed Investments's portfolio in Q4 2025, its #109 holding.
  • Alpha Cubed Investments first reported a position in Blackstone in Q2 2017 and has held it in 23 quarters since.
  • Alpha Cubed Investments's Blackstone position peaked at $1.32M in Q3 2025.
  • 2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.