Cypress Point Wealth Management’s Blackstone BX Stock Holding History

Cypress Point 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 Q4	–	Sell	-1,290	Closed	-$220K	–	92
2025 Q3	$220K	Buy	+1,290	New	+$221K	0.04%	78
2025 Q1	–	Sell	-1,290	Closed	-$222K	–	69
2024 Q4	$222K	Sell	1,290 -173	-12%	-$30.1K	0.07%	67
2024 Q3	$224K	Buy	+1,463	New	+$203K	0.09%	73
2021 Q4	–	Sell	-1,290	Closed	-$150K	–	45
2021 Q3	$150K	Hold	1,290	–	–	0.11%	34
2021 Q2	$125K	Buy	1,290 +961	+292%	+$85.3K	0.09%	37
2021 Q1	$25K	Buy	329 +4	+1%	+$276	0.03%	55
2020 Q4	$21K	Buy	+325	New	+$18.9K	0.03%	128

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Cypress Point Wealth Management's BX Position: Q4 2025 in Review

Cypress Point Wealth Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,290 shares — an estimated $220K sold.

Cypress Point Wealth Management first reported a position in BX in Q4 2020 and held it in 7 quarters. The position peaked at $224K in Q3 2024. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Cypress Point Wealth Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Cypress Point Wealth Management sold 1,290 Blackstone shares in Q4 2025, an estimated $220K.
Cypress Point Wealth Management first reported a position in Blackstone in Q4 2020 and held it in 7 quarters.
Cypress Point Wealth Management's Blackstone position peaked at $224K in Q3 2024.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Cypress Point Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.