Annis Gardner Whiting Capital Advisors’s Blackstone BX Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$234K	Sell	2,032 -21	-1%	-$2.73K	0.04%	287
2025 Q4	$316K	Buy	2,053 +1,579	+333%	+$240K	0.06%	240
2025 Q3	$81K	Buy	474 +24	+5%	+$4.11K	0.02%	424
2025 Q2	$67.3K	Buy	450 +292	+185%	+$40.1K	0.02%	371
2025 Q1	$22.1K	Sell	158 -192	-55%	-$31.2K	0.01%	443
2024 Q4	$60.3K	Hold	350	–	–	0.02%	329
2024 Q3	$53.6K	Sell	350 -114	-25%	-$15.8K	0.02%	357
2024 Q2	$57.4K	Buy	464 +10	+2%	+$1.23K	0.02%	381
2024 Q1	$59.6K	Sell	454 -16	-3%	-$2K	0.02%	362
2023 Q4	$61.5K	Hold	470	–	–	0.03%	280
2023 Q3	$50.4K	Buy	+470	New	+$48.9K	0.03%	284

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