Axxcess Wealth Management’s Blackstone BX Stock Holding History

Axxcess 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	–	Sell	-60,288	Closed	-$9.29M	–	468
2025 Q4	$9.29M	Buy	60,288 +4,494	+8%	+$683K	0.17%	126
2025 Q3	$9.53M	Sell	55,794 -1,395	-2%	-$239K	0.2%	93
2025 Q2	$8.55M	Buy	57,189 +106	+0.2%	+$14.6K	0.21%	98
2025 Q1	$7.98M	Sell	57,083 -950	-2%	-$154K	0.22%	87
2024 Q4	$10M	Sell	58,033 -1,463	-2%	-$255K	0.25%	75
2024 Q3	$9.11M	Buy	59,496 +889	+2%	+$123K	0.23%	81
2024 Q2	$7.26M	Buy	58,607 +5,938	+11%	+$731K	0.2%	94
2024 Q1	$6.92M	Buy	52,669 +965	+2%	+$121K	0.2%	96
2023 Q4	$6.77M	Buy	51,704 +3,225	+7%	+$349K	0.2%	101
2023 Q3	$5.19M	Buy	48,479 +3,007	+7%	+$313K	0.18%	106
2023 Q2	$4.23M	Buy	45,472 +11,303	+33%	+$976K	0.31%	75
2023 Q1	$3M	Buy	34,169 +748	+2%	+$66.1K	0.24%	96
2022 Q4	$2.48M	Buy	33,421 +24,691	+283%	+$2.13M	0.2%	107
2022 Q3	$731K	Buy	8,730 +102	+1%	+$9.88K	0.07%	245
2022 Q2	$787K	Buy	8,628 +1,062	+14%	+$115K	0.08%	224
2022 Q1	$960K	Sell	7,566 -1,124	-13%	-$137K	0.08%	227
2021 Q4	$1.13M	Buy	+8,690	New	+$1.16M	0.09%	191

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