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Bank Julius Baer & Co’s
Blackstone
BX
Stock Holding History
Bank Julius Baer & Co’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
$80.5K
Buy
+700
New
+$91.1K
﹤0.01%
563
2025
Q2
–
Sell
-5,000
Closed
-$699K
–
616
2025
Q1
$699K
Buy
5,000
+469
+10%
+$76.1K
﹤0.01%
336
2024
Q4
$862K
Buy
4,531
+313
+7%
+$54.5K
﹤0.01%
325
2024
Q3
$766K
Sell
4,218
-275
-6%
-$38.2K
﹤0.01%
303
2024
Q2
$619K
Sell
4,493
-507
-10%
-$62.4K
﹤0.01%
262
2024
Q1
$657K
Hold
5,000
–
–
﹤0.01%
291
2023
Q4
$655K
Sell
5,000
-61
-1%
-$6.6K
﹤0.01%
308
2023
Q3
$542K
Buy
5,061
+153
+3%
+$15.9K
﹤0.01%
306
2023
Q2
$456K
Sell
4,908
-92
-2%
-$7.95K
﹤0.01%
342
2023
Q1
$439K
Buy
5,000
+2,007
+67%
+$177K
﹤0.01%
358
2022
Q4
$222K
Sell
2,993
-516
-15%
-$44.6K
﹤0.01%
413
2022
Q3
$294K
Sell
3,509
-18
-0.5%
-$1.74K
﹤0.01%
374
2022
Q2
$322K
Sell
3,527
-856
-20%
-$92.4K
﹤0.01%
373
2022
Q1
$556K
Buy
4,383
+4,096
+1,427%
+$500K
﹤0.01%
337
2021
Q4
$37K
Buy
+287
New
+$38.3K
﹤0.01%
684
Other funds holding BX
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$5.7T AUM
30.48%
1-Year Est. Return
VCM
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
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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