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Certified Advisory Corp’s Blackstone BX Stock Holding History

Certified Advisory Corp’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
-1,666
Closed -$285K – 323
2025
Q3 		$285K Sell
1,666
-94
-5% -$16.1K 0.03% 269
2025
Q2 		$263K Buy
1,760
+95
+6% +$13.1K 0.03% 268
2025
Q1 		$233K Sell
1,665
-464
-22% -$75.3K 0.03% 271
2024
Q4 		$367K Sell
2,129
-96
-4% -$16.7K 0.04% 226
2024
Q3 		$341K Buy
2,225
+18
+0.8% +$2.5K 0.04% 236
2024
Q2 		$273K Buy
2,207
+152
+7% +$18.7K 0.03% 247
2024
Q1 		$270K Buy
2,055
+25
+1% +$3.12K 0.04% 234
2023
Q4 		$266K Sell
2,030
-11,893
-85% -$1.29M 0.04% 230
2023
Q3 		$229K Buy
+13,923
New +$1.45M 0.04% 216
2022
Q2 		– Sell
-1,689
Closed -$214K – 237
2022
Q1 		$214K Buy
1,689
+8
+0.5% +$976 0.05% 205
2021
Q4 		$218K Buy
+1,681
New +$224K 0.05% 206
2021
Q2 		– Sell
-1,663
Closed -$124K – 267
2021
Q1 		$124K Buy
+1,663
New +$115K 0.03% 231
2020
Q2 		$65K Buy
1,142
+5
+0.4% +$263 0.02% 263
2020
Q1 		$52K Buy
1,137
+6
+0.5% +$332 0.02% 268
2019
Q4 		$63K Buy
1,131
+6
+0.5% +$311 0.02% 287
2019
Q3 		$55K Buy
1,125
+7
+0.6% +$341 0.02% 302
2019
Q2 		$50K Buy
1,118
+160
+17% +$6.38K 0.02% 315
2019
Q1 		$34K Buy
958
+100
+12% +$3.34K 0.01% 347
2018
Q4 		$26K Hold
858
– – 0.01% 369
2018
Q3 		$33K Buy
858
+205
+31% +$7.41K 0.02% 347
2018
Q2 		$21K Hold
653
– – 0.01% 423
2018
Q1 		$20K Hold
653
– – 0.01% 408
2017
Q4 		$20K Buy
+653
New +$21.3K 0.01% 369

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

Certified Advisory Corp's BX Position: Q4 2025 in Review

Certified Advisory Corp sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,666 shares — an estimated $285K sold.

Certified Advisory Corp first reported a position in BX in Q4 2017 and held it in 23 quarters. The position peaked at $367K in Q4 2024. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Certified Advisory Corp reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Certified Advisory Corp sold 1,666 Blackstone shares in Q4 2025, an estimated $285K.
  • Certified Advisory Corp first reported a position in Blackstone in Q4 2017 and held it in 23 quarters.
  • Certified Advisory Corp's Blackstone position peaked at $367K in Q4 2024.
  • 2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Certified Advisory Corp's 13F filing for Q4 2025, filed 12 Jan 2026.