Avory & Company’s Blackstone BX Stock Holding History

Avory & Company’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	$2.59M	Buy	22,533 +19,973	+780%	+$2.6M	3.35%	8
2025 Q4	$395K	Sell	2,560 -174	-6%	-$26.4K	0.25%	23
2025 Q3	$467K	Buy	2,734 +1	+0%	+$171	0.28%	18
2025 Q2	$409K	Buy	2,733 +90	+3%	+$12.4K	0.25%	22
2025 Q1	$369K	Sell	2,643 -820	-24%	-$133K	0.24%	25
2024 Q4	$597K	Sell	3,463 -430	-11%	-$74.9K	0.33%	17
2024 Q3	$596K	Sell	3,893 -514	-12%	-$71.3K	0.36%	17
2024 Q2	$546K	Buy	4,407 +7	+0.2%	+$861	0.38%	17
2024 Q1	$578K	Sell	4,400 -3,681	-46%	-$460K	0.39%	17
2023 Q4	$1.06M	Sell	8,081 -569	-7%	-$61.6K	0.74%	11
2023 Q3	$927K	Sell	8,650 -2,767	-24%	-$288K	0.79%	13
2023 Q2	$1.06M	Buy	11,417 +3,158	+38%	+$273K	0.81%	14
2023 Q1	$726K	Buy	8,259 +4,777	+137%	+$422K	0.5%	19
2022 Q4	$258K	Buy	3,482 +483	+16%	+$41.7K	0.21%	27
2022 Q3	$251K	Buy	+2,999	New	+$290K	0.21%	24

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