Atticus Wealth Management’s Blackstone BX Stock Holding History

Atticus 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
2025 Q3	–	Sell	-1,006	Closed	-$150K	–	263
2025 Q2	$150K	Buy	1,006 +6	+0.6%	+$824	0.04%	199
2025 Q1	$140K	Hold	1,000	–	–	0.05%	137
2024 Q4	$172K	Hold	1,000	–	–	0.05%	127
2024 Q3	$153K	Hold	1,000	–	–	0.05%	138
2024 Q2	$124K	Hold	1,000	–	–	0.04%	146
2024 Q1	$131K	Hold	1,000	–	–	0.04%	144
2023 Q4	$131K	Hold	1,000	–	–	0.05%	144
2023 Q3	$107K	Hold	1,000	–	–	0.04%	169
2023 Q2	$93K	Hold	1,000	–	–	0.03%	183
2023 Q1	$87.8K	Hold	1,000	–	–	0.03%	186
2022 Q4	$74.2K	Sell	1,000 -14	-1%	-$1.21K	0.03%	206
2022 Q3	$93K	Hold	1,014	–	–	0.05%	167
2022 Q2	$93K	Hold	1,014	–	–	0.04%	187
2022 Q1	$129K	Sell	1,014 -88	-8%	-$10.7K	0.05%	175
2021 Q4	$143K	Sell	1,102 -906	-45%	-$121K	0.06%	142
2021 Q3	$234K	Buy	2,008 +1,008	+101%	+$117K	0.1%	99
2021 Q2	$97K	Hold	1,000	–	–	0.04%	171
2021 Q1	$75K	Hold	1,000	–	–	0.04%	174
2020 Q4	$65K	Hold	1,000	–	–	0.03%	186
2020 Q3	$52K	Hold	1,000	–	–	0.03%	173
2020 Q2	$57K	Hold	1,000	–	–	0.04%	168
2020 Q1	$46K	Hold	1,000	–	–	0.04%	170
2019 Q4	$56K	Buy	+1,000	New	+$51.9K	0.04%	171

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Atticus Wealth Management's BX Position: Q3 2025 in Review

Atticus Wealth Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 1,006 shares — an estimated $150K sold.

Atticus Wealth Management first reported a position in BX in Q4 2019 and held it in 23 quarters. The position peaked at $234K in Q3 2021. 2,216 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Atticus Wealth Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,006 Blackstone shares in Q3 2025, an estimated $150K.
Atticus Wealth Management first reported a position in Blackstone in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's Blackstone position peaked at $234K in Q3 2021.
2,216 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.