Builder Investment Group’s Blackstone BX Stock Holding History

Builder Investment Group’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	-1,550	Closed	-$265K	–	104
2025 Q3	$265K	Hold	1,550	–	–	0.06%	93
2025 Q2	$232K	Sell	1,550 -161	-9%	-$22.1K	0.06%	96
2025 Q1	$239K	Hold	1,711	–	–	0.07%	88
2024 Q4	$295K	Hold	1,711	–	–	0.08%	83
2024 Q3	$262K	Sell	1,711 -50	-3%	-$6.94K	0.07%	85
2024 Q2	$218K	Hold	1,761	–	–	0.06%	96
2024 Q1	$231K	Sell	1,761 -200	-10%	-$25K	0.07%	94
2023 Q4	$257K	Hold	1,961	–	–	0.09%	86
2023 Q3	$210K	Buy	+1,961	New	+$204K	0.08%	88

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

Builder Investment Group's BX Position: Q4 2025 in Review

Builder Investment Group sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,550 shares — an estimated $265K sold.

Builder Investment Group first reported a position in BX in Q3 2023 and held it in 9 quarters. The position peaked at $295K in Q4 2024. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Builder Investment Group reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Builder Investment Group sold 1,550 Blackstone shares in Q4 2025, an estimated $265K.
Builder Investment Group first reported a position in Blackstone in Q3 2023 and held it in 9 quarters.
Builder Investment Group's Blackstone position peaked at $295K in Q4 2024.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Builder Investment Group's 13F filing for Q4 2025, filed 28 Jan 2026.