Bernardo Wealth Planning’s Blackstone BX Stock Holding History

Bernardo Wealth Planning’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	$383K	Sell	3,328 -270	-8%	-$35.1K	0.07%	85
2025 Q4	$555K	Sell	3,598 -10	-0.3%	-$1.52K	0.11%	74
2025 Q3	$616K	Sell	3,608 -262	-7%	-$44.9K	0.12%	68
2025 Q2	$579K	Buy	3,870 +46	+1%	+$6.32K	0.13%	68
2025 Q1	$535K	Sell	3,824 -14	-0.4%	-$2.27K	0.13%	65
2024 Q4	$633K	Buy	3,838 +11	+0.3%	+$1.92K	0.15%	54
2024 Q3	$650K	Buy	3,827 +291	+8%	+$40.4K	0.16%	53
2024 Q2	$438K	Buy	3,536 +12	+0.3%	+$1.48K	0.12%	63
2024 Q1	$463K	Sell	3,524 -4	-0.1%	-$500	0.13%	62
2023 Q4	$462K	Sell	3,528 -186	-5%	-$20.1K	0.15%	58
2023 Q3	$398K	Buy	3,714 +224	+6%	+$23.3K	0.16%	56
2023 Q2	$324K	Sell	3,490 -277	-7%	-$23.9K	0.13%	63
2023 Q1	$331K	Buy	3,767 +16	+0.4%	+$1.41K	0.14%	62
2022 Q4	$278K	Buy	3,751 +739	+25%	+$63.8K	0.13%	71
2022 Q3	$257K	Buy	3,012 +680	+29%	+$65.9K	0.15%	69
2022 Q2	$212K	Buy	2,332 +168	+8%	+$18.1K	0.12%	77
2022 Q1	$274K	Buy	2,164 +304	+16%	+$37.1K	0.14%	72
2021 Q4	$240K	Buy	+1,860	New	+$248K	0.12%	73

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