Aptus Capital Advisors’s Blackstone BX Stock Holding History

Aptus 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	$557K	Sell	4,847 -5,024	-51%	-$654K	﹤0.01%	693
2025 Q4	$1.52M	Buy	9,871 +326	+3%	+$49.5K	0.01%	496
2025 Q3	$1.63M	Buy	9,545 +446	+5%	+$76.4K	0.01%	472
2025 Q2	$1.36M	Buy	9,099 +88	+1%	+$12.1K	0.01%	477
2025 Q1	$1.26M	Buy	9,011 +545	+6%	+$88.5K	0.01%	467
2024 Q4	$1.46M	Buy	8,466 +78	+0.9%	+$13.6K	0.02%	452
2024 Q3	$1.28M	Buy	8,388 +1,284	+18%	+$178K	0.02%	369
2024 Q2	$879K	Buy	7,104 +619	+10%	+$76.2K	0.02%	413
2024 Q1	$852K	Buy	6,485 +596	+10%	+$74.4K	0.02%	420
2023 Q4	$771K	Buy	5,889 +220	+4%	+$23.8K	0.02%	321
2023 Q3	$607K	Buy	+5,669	New	+$590K	0.02%	354
2022 Q3	–	Sell	-30,718	Closed	-$2.8M	–	771
2022 Q2	$2.8M	Sell	30,718 -530	-2%	-$57.2K	0.09%	153
2022 Q1	$3.97M	Buy	31,248 +4,795	+18%	+$585K	0.12%	116
2021 Q4	$3.42M	Buy	+26,453	New	+$3.53M	0.12%	128
2020 Q1	–	Sell	-50,400	Closed	-$2.82M	–	417
2019 Q4	$2.82M	Sell	50,400 -2,700	-5%	-$140K	0.29%	99
2019 Q3	$2.59M	Buy	+53,100	New	+$2.59M	0.3%	87

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