AWM
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Aprio Wealth Management’s Blackstone BX Stock Holding History

Aprio 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
2026
Q1 		$686K Buy
5,968
+219
+4% +$28.5K 0.04% 272
2025
Q4 		$886K Buy
5,749
+595
+12% +$90.4K 0.05% 216
2025
Q3 		$881K Buy
5,154
+298
+6% +$51.1K 0.09% 135
2025
Q2 		$726K Buy
4,856
+2,042
+73% +$281K 0.08% 141
2025
Q1 		$393K Buy
2,814
+293
+12% +$47.6K 0.05% 214
2024
Q4 		$435K Buy
2,521
+58
+2% +$10.1K 0.06% 148
2024
Q3 		$377K Buy
2,463
+52
+2% +$7.21K 0.06% 155
2024
Q2 		$298K Buy
2,411
+24
+1% +$2.95K 0.05% 166
2024
Q1 		$314K Sell
2,387
-49
-2% -$6.12K 0.06% 150
2023
Q4 		$319K Buy
2,436
+268
+12% +$29K 0.07% 130
2023
Q3 		$232K Buy
+2,168
New +$226K 0.06% 143

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
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
VPM
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