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Cathy Pareto & Associates’s Blackstone BX Stock Holding History

Cathy Pareto & Associates’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
-1,193
Closed -$204K – 93
2025
Q3 		$204K Sell
1,193
-170
-12% -$29.1K 0.15% 90
2025
Q2 		$204K Sell
1,363
-240
-15% -$33K 0.17% 87
2025
Q1 		$224K Buy
1,603
+14
+0.9% +$2.27K 0.2% 77
2024
Q4 		$274K Buy
+1,589
New +$277K 0.25% 67

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cathy Pareto & Associates's BX Position: Q4 2025 in Review

Cathy Pareto & Associates sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,193 shares — an estimated $204K sold.

Cathy Pareto & Associates first reported a position in BX in Q4 2024 and held it in 4 quarters. The position peaked at $274K in Q4 2024. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Cathy Pareto & Associates reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Cathy Pareto & Associates sold 1,193 Blackstone shares in Q4 2025, an estimated $204K.
  • Cathy Pareto & Associates first reported a position in Blackstone in Q4 2024 and held it in 4 quarters.
  • Cathy Pareto & Associates's Blackstone position peaked at $274K in Q4 2024.
  • 2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Cathy Pareto & Associates's 13F filing for Q4 2025, filed 23 Jan 2026.