Bristlecone Advisors’s Blackstone BX Stock Holding History

Bristlecone 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 Q3	$262K	Sell	1,531 -238	-13%	-$40.8K	0.02%	213
2025 Q2	$265K	Sell	1,769 -369	-17%	-$50.7K	0.02%	198
2025 Q1	$299K	Hold	2,138	–	–	0.02%	237
2024 Q4	$369K	Hold	2,138	–	–	0.03%	222
2024 Q3	$327K	Sell	2,138 -137	-6%	-$19K	0.03%	233
2024 Q2	$282K	Sell	2,275 -35	-2%	-$4.31K	0.02%	240
2024 Q1	$303K	Hold	2,310	–	–	0.03%	229
2023 Q4	$302K	Hold	2,310	–	–	0.03%	226
2023 Q3	$247K	Hold	2,310	–	–	0.03%	231
2023 Q2	$215K	Hold	2,310	–	–	0.02%	252
2023 Q1	$203K	Buy	+2,310	New	+$204K	0.02%	259
2022 Q4	–	Sell	-2,544	Closed	-$213K	–	257
2022 Q3	$213K	Buy	2,544 +22	+0.9%	+$2.13K	0.03%	229
2022 Q2	$230K	Buy	+2,522	New	+$272K	0.03%	224

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bristlecone Advisors's BX Position: Q3 2025 in Review

Bristlecone Advisors reduced its Blackstone (BX) stake by 13% in Q3 2025, selling an estimated $40.8K and leaving 1,531 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #213.

Bristlecone Advisors first reported a position in BX in Q2 2022 and has held it in 13 quarters since. The position peaked at $369K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Bristlecone Advisors held 1,531 shares of Blackstone worth $262K as of Q3 2025.
Bristlecone Advisors sold 238 Blackstone shares in Q3 2025, an estimated $40.8K.
Blackstone made up 0.02% of Bristlecone Advisors's portfolio in Q3 2025, its #213 holding.
Bristlecone Advisors first reported a position in Blackstone in Q2 2022 and has held it in 13 quarters since.
Bristlecone Advisors's Blackstone position peaked at $369K in Q4 2024.
2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.