Birch Hill Investment Advisors’s Blackstone BX Stock Holding History

Birch Hill Investment Advisors’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	-2,400	Closed	-$410K	–	203
2025 Q3	$410K	Hold	2,400	–	–	0.02%	159
2025 Q2	$359K	Buy	2,400 +500	+26%	+$68.7K	0.02%	160
2025 Q1	$266K	Buy	+1,900	New	+$308K	0.01%	167

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Birch Hill Investment Advisors's BX Position: Q4 2025 in Review

Birch Hill Investment Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 2,400 shares — an estimated $410K sold.

Birch Hill Investment Advisors first reported a position in BX in Q1 2025 and held it in 3 quarters. The position peaked at $410K in Q3 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Birch Hill Investment Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Birch Hill Investment Advisors sold 2,400 Blackstone shares in Q4 2025, an estimated $410K.
Birch Hill Investment Advisors first reported a position in Blackstone in Q1 2025 and held it in 3 quarters.
Birch Hill Investment Advisors's Blackstone position peaked at $410K in Q3 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Birch Hill Investment Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.