Berkeley Capital Partners’s Blackstone BX Stock Holding History

Berkeley Capital Partners’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 Q4	–	Sell	-1,500	Closed	-$256K	–	190
2025 Q3	$256K	Buy	1,500 +147	+11%	+$25.2K	0.06%	159
2025 Q2	$202K	Buy	+1,353	New	+$186K	0.05%	169

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

Norges Bank Oslo, Norway $1T AUM

Berkeley Capital Partners's BX Position: Q4 2025 in Review

Berkeley Capital Partners sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,500 shares — an estimated $256K sold.

Berkeley Capital Partners first reported a position in BX in Q2 2025 and held it in 2 quarters. The position peaked at $256K in Q3 2025. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Berkeley Capital Partners reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Berkeley Capital Partners sold 1,500 Blackstone shares in Q4 2025, an estimated $256K.
Berkeley Capital Partners first reported a position in Blackstone in Q2 2025 and held it in 2 quarters.
Berkeley Capital Partners's Blackstone position peaked at $256K in Q3 2025.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Berkeley Capital Partners's 13F filing for Q4 2025, filed 5 Feb 2026.