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Dana Investment Advisors’s Blackstone BX Stock Holding History

Dana Investment 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
2025
Q4 		– Sell
-1,506
Closed -$257K – 555
2025
Q3 		$257K Sell
1,506
-559
-27% -$95.8K 0.01% 523
2025
Q2 		$309K Sell
2,065
-970
-32% -$133K 0.01% 494
2025
Q1 		$424K Sell
3,035
-48
-2% -$7.79K 0.02% 468
2024
Q4 		$532K Buy
+3,083
New +$537K 0.02% 452

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 $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dana Investment Advisors's BX Position: Q4 2025 in Review

Dana Investment Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,506 shares — an estimated $257K sold.

Dana Investment Advisors first reported a position in BX in Q4 2024 and held it in 4 quarters. The position peaked at $532K in Q4 2024. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Dana Investment Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Dana Investment Advisors sold 1,506 Blackstone shares in Q4 2025, an estimated $257K.
  • Dana Investment Advisors first reported a position in Blackstone in Q4 2024 and held it in 4 quarters.
  • Dana Investment Advisors's Blackstone position peaked at $532K in Q4 2024.
  • 2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Dana Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.