CarsonAllaria Wealth Management’s Blackstone BX Stock Holding History

CarsonAllaria Wealth Management’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	–	Sell	-222	Closed	-$33.3K	–	111
2025 Q2	$33.3K	Hold	222	–	–	0.02%	159
2025 Q1	$31.1K	Hold	222	–	–	0.02%	161
2024 Q4	$38.4K	Hold	222	–	–	0.02%	144
2024 Q3	$34.1K	Hold	222	–	–	0.02%	156
2024 Q2	$27.6K	Hold	222	–	–	0.02%	164
2024 Q1	$29.2K	Hold	222	–	–	0.02%	162
2023 Q4	$29.1K	Buy	222 +2	+0.9%	+$216	0.02%	145
2023 Q3	$23.7K	Buy	220 +1	+0.5%	+$104	0.02%	150
2023 Q2	$20.4K	Buy	219 +2	+0.9%	+$173	0.02%	170
2023 Q1	$19.1K	Buy	+217	New	+$19.2K	0.02%	170
2022 Q4	–	Sell	-754	Closed	-$63K	–	344
2022 Q3	$63K	Buy	754 +1	+0.1%	+$97	0.06%	99
2022 Q2	$69K	Sell	753 -1	-0.1%	-$108	0.06%	96
2022 Q1	$96K	Buy	754 +1	+0.1%	+$122	0.09%	87
2021 Q4	$98K	Buy	+753	New	+$100K	0.09%	90

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

CarsonAllaria Wealth Management's BX Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 222 shares — an estimated $33.3K sold.

CarsonAllaria Wealth Management first reported a position in BX in Q4 2021 and held it in 14 quarters. The position peaked at $98K in Q4 2021. 2,216 funds tracked by Wall St. Rank hold BX as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 222 Blackstone shares in Q3 2025, an estimated $33.3K.
CarsonAllaria Wealth Management first reported a position in Blackstone in Q4 2021 and held it in 14 quarters.
CarsonAllaria Wealth Management's Blackstone position peaked at $98K in Q4 2021.
2,216 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.