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Congress Wealth Management’s Blackstone BX Stock Holding History

Congress 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 		$3.61M Buy
24,139
+2,129
+10% +$293K 0.04% 447
2025
Q1 		$3.11M Sell
22,010
-76
-0.3% -$12.3K 0.04% 403
2024
Q4 		$3.81M Buy
22,086
+8,262
+60% +$1.44M 0.05% 321
2024
Q3 		$2.12M Buy
13,824
+6,852
+98% +$951K 0.03% 416
2024
Q2 		$863K Sell
6,972
-20,418
-75% -$2.51M 0.01% 455
2024
Q1 		$3.6M Sell
27,390
-8,825
-24% -$1.1M 0.06% 261
2023
Q4 		$4.74M Buy
36,215
+9,699
+37% +$1.05M 0.09% 233
2023
Q3 		$2.84M Buy
26,516
+5,022
+23% +$523K 0.06% 268
2023
Q2 		$2M Buy
21,494
+31
+0.1% +$2.68K 0.05% 261
2023
Q1 		$1.89M Sell
21,463
-8,200
-28% -$724K 0.05% 271
2022
Q4 		$2.2M Sell
29,663
-1,961
-6% -$169K 0.06% 253
2022
Q3 		$2.65M Buy
31,624
+9,750
+45% +$944K 0.07% 245
2022
Q2 		$2M Buy
21,874
+16,073
+277% +$1.74M 0.05% 275
2022
Q1 		$736K Sell
5,801
-1,645
-22% -$201K 0.02% 393
2021
Q4 		$964K Buy
+7,446
New +$993K 0.02% 374

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 $3.38T AUM 44.17% 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

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

Congress Wealth Management increased its Blackstone (BX) stake by 9.7% in Q2 2025, buying an estimated $293K and bringing the position to 24,139 shares worth $3.61M. The position accounts for 0.04% of the portfolio, ranked #447.

Congress Wealth Management first reported a position in BX in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.74M in Q4 2023. 2,122 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Congress Wealth Management held 24,139 shares of Blackstone worth $3.61M as of Q2 2025.
  • Congress Wealth Management bought 2,129 Blackstone shares in Q2 2025, an estimated $293K.
  • Blackstone made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #447 holding.
  • Congress Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Blackstone position peaked at $4.74M in Q4 2023.
  • 2,122 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.