Asset Planning Inc
BX icon

Asset Planning Inc’s Blackstone BX Stock Holding History

Asset Planning Inc’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
Q3 		– Sell
-378
Closed -$44.5K – 328
2026
Q2 		$44.5K Sell
378
-245
-39% -$29.4K 0.03% 165
2026
Q1 		$71.6K Buy
623
+7
+1% +$911 0.05% 134
2025
Q4 		$94.9K Buy
616
+6
+1% +$912 0.07% 113
2025
Q3 		$104K Buy
610
+4
+0.7% +$685 0.08% 107
2025
Q2 		$90.7K Buy
606
+4
+0.7% +$550 0.07% 114
2025
Q1 		$84.2K Buy
602
+5
+0.8% +$812 0.07% 114
2024
Q4 		$103K Buy
+597
New +$104K 0.08% 101

Other funds holding BX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Asset Planning Inc's BX Position: Q3 2026 in Review

Asset Planning Inc sold out of Blackstone (BX) in Q3 2026, closing a stake of 378 shares — an estimated $44.5K sold.

Asset Planning Inc first reported a position in BX in Q4 2024 and held it in 7 quarters. The position peaked at $104K in Q3 2025. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Asset Planning Inc reported no remaining Blackstone position as of Q3 2026 after selling out during the quarter.
  • Asset Planning Inc sold 378 Blackstone shares in Q3 2026, an estimated $44.5K.
  • Asset Planning Inc first reported a position in Blackstone in Q4 2024 and held it in 7 quarters.
  • Asset Planning Inc's Blackstone position peaked at $104K in Q3 2025.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.