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Anderson Financial Strategies’s Blackstone BX Stock Holding History

Anderson Financial Strategies’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
Q2 		– Sell
-200
Closed -$28K – 64
2025
Q1 		$28K Buy
+200
New +$32.5K 0.02% 129

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Anderson Financial Strategies's BX Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Blackstone (BX) in Q2 2025, closing a stake of 200 shares — an estimated $28K sold.

Anderson Financial Strategies first reported a position in BX in Q1 2025 and held it in 1 quarter. The position peaked at $28K in Q1 2025. 2,116 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 200 Blackstone shares in Q2 2025, an estimated $28K.
  • Anderson Financial Strategies first reported a position in Blackstone in Q1 2025 and held it in 1 quarter.
  • Anderson Financial Strategies's Blackstone position peaked at $28K in Q1 2025.
  • 2,116 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.