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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return