Covestor’s Blackstone BX Stock Holding History

Covestor’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
2026 Q1	$57K	Sell	498 -645	-56%	-$83.9K	0.04%	619
2025 Q4	$176K	Buy	1,143 +32	+3%	+$4.86K	0.09%	274
2025 Q3	$190K	Sell	1,111 -5	-0.4%	-$857	0.1%	234
2025 Q2	$167K	Buy	1,116 +193	+21%	+$26.5K	0.1%	262
2025 Q1	$129K	Buy	923 +10	+1%	+$1.62K	0.09%	340
2024 Q4	$157K	Sell	913 -159	-15%	-$27.7K	0.1%	273
2024 Q3	$164K	Sell	1,072 -73	-6%	-$10.1K	0.1%	256
2024 Q2	$142K	Buy	1,145 +895	+358%	+$110K	0.09%	302
2024 Q1	$33K	Sell	250 -1	-0.4%	-$125	0.02%	1032
2023 Q4	$33K	Buy	251 +4	+2%	+$433	0.02%	1004
2023 Q3	$27K	Sell	247 -25	-9%	-$2.6K	0.02%	1008
2023 Q2	$25K	Sell	272 -3	-1%	-$259	0.02%	1036
2023 Q1	$24K	Sell	275 -2,509	-90%	-$222K	0.02%	935
2022 Q4	$207K	Sell	2,784 -401	-13%	-$34.6K	0.17%	105
2022 Q3	$267K	Buy	3,185 +294	+10%	+$28.5K	0.24%	52
2022 Q2	$264K	Buy	2,891 +365	+14%	+$39.4K	0.22%	64
2022 Q1	$321K	Buy	2,526 +2,166	+602%	+$264K	0.22%	54
2021 Q4	$47K	Buy	+360	New	+$48K	0.07%	574

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return