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Centricity Wealth Management’s Blackstone BX Stock Holding History

Centricity 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
Q2 		$25.7K Hold
172
– – 0.02% 233
2025
Q1 		$24K Hold
172
– – 0.02% 234
2024
Q4 		$29.7K Buy
+172
New +$30K 0.03% 216

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Centricity Wealth Management's BX Position: Q2 2025 in Review

Centricity Wealth Management held its Blackstone (BX) position steady in Q2 2025 at 172 shares worth $25.7K. The position accounts for 0.02% of the portfolio, ranked #233.

Centricity Wealth Management first reported a position in BX in Q4 2024 and has held it in 3 quarters since. The position peaked at $29.7K in Q4 2024. 2,121 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Centricity Wealth Management held 172 shares of Blackstone worth $25.7K as of Q2 2025.
  • Centricity Wealth Management left its Blackstone share count unchanged in Q2 2025.
  • Blackstone made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #233 holding.
  • Centricity Wealth Management first reported a position in Blackstone in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's Blackstone position peaked at $29.7K in Q4 2024.
  • 2,121 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.