Burton Enright Welch’s Blackstone BX Stock Holding History

Burton Enright Welch’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	-1,246	Closed	-$213K	–	131
2025 Q3	$213K	Buy	+1,246	New	+$213K	0.03%	124

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

Burton Enright Welch's BX Position: Q4 2025 in Review

Burton Enright Welch sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,246 shares — an estimated $213K sold.

Burton Enright Welch first reported a position in BX in Q3 2025 and held it in 1 quarter. The position peaked at $213K in Q3 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Burton Enright Welch reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Burton Enright Welch sold 1,246 Blackstone shares in Q4 2025, an estimated $213K.
Burton Enright Welch first reported a position in Blackstone in Q3 2025 and held it in 1 quarter.
Burton Enright Welch's Blackstone position peaked at $213K in Q3 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Burton Enright Welch's 13F filing for Q4 2025, filed 13 Feb 2026.