BSW Wealth Partners’s Blackstone BX Stock Holding History

BSW Wealth 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
2026 Q1	$604K	Sell	5,248 -770	-13%	-$100K	0.07%	153
2025 Q4	$928K	Sell	6,018 -309	-5%	-$47K	0.11%	110
2025 Q3	$1.08M	Buy	6,327 +251	+4%	+$43K	0.13%	87
2025 Q2	$909K	Buy	6,076 +116	+2%	+$15.9K	0.12%	100
2025 Q1	$833K	Sell	5,960 -236	-4%	-$38.3K	0.13%	95
2024 Q4	$1.07M	Buy	6,196 +1,642	+36%	+$286K	0.16%	82
2024 Q3	$697K	Sell	4,554 -30	-0.7%	-$4.16K	0.11%	116
2024 Q2	$567K	Buy	4,584 +28	+0.6%	+$3.45K	0.09%	122
2024 Q1	$599K	Buy	4,556 +84	+2%	+$10.5K	0.1%	117
2023 Q4	$585K	Hold	4,472	–	–	0.12%	109
2023 Q3	$479K	Hold	4,472	–	–	0.11%	114
2023 Q2	$416K	Hold	4,472	–	–	0.09%	133
2023 Q1	$393K	Hold	4,472	–	–	0.08%	175
2022 Q4	$332K	Buy	4,472 +97	+2%	+$8.38K	0.07%	196
2022 Q3	$366K	Hold	4,375	–	–	0.09%	149
2022 Q2	$399K	Hold	4,375	–	–	0.1%	145
2022 Q1	$555K	Hold	4,375	–	–	0.14%	110
2021 Q4	$566K	Buy	+4,375	New	+$583K	0.14%	101

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