Crewe Advisors’s Blackstone BX Stock Holding History

Crewe Advisors’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	$796K	Buy	6,919 +295	+4%	+$38.4K	0.07%	95
2025 Q4	$1.02M	Buy	6,624 +25	+0.4%	+$3.8K	0.09%	82
2025 Q3	$1.13M	Buy	6,599 +914	+16%	+$157K	0.11%	74
2025 Q2	$850K	Sell	5,685 -7	-0.1%	-$962	0.12%	66
2025 Q1	$796K	Buy	5,692 +1,999	+54%	+$324K	0.11%	62
2024 Q4	$637K	Sell	3,693 -143	-4%	-$24.9K	0.09%	69
2024 Q3	$587K	Sell	3,836 -109	-3%	-$15.1K	0.07%	75
2024 Q2	$488K	Sell	3,945 -2,219	-36%	-$273K	0.05%	110
2024 Q1	$810K	Buy	+6,164	New	+$770K	0.09%	76
2023 Q3	–	Sell	-2	Closed	-$186	–	633
2023 Q2	$186	Sell	2 -206	-99%	-$17.8K	﹤0.01%	728
2023 Q1	$18.3K	Sell	208 -204	-50%	-$18K	﹤0.01%	450
2022 Q4	$30.6K	Sell	412 -2	-0.5%	-$173	﹤0.01%	360
2022 Q3	$35K	Buy	414 +160	+63%	+$15.5K	0.01%	357
2022 Q2	$23K	Buy	+254	New	+$27.4K	0.01%	394

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