Detalus Advisors’s Blackstone BX Stock Holding History

Detalus 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	-1,214	Closed	-$207K	–	172
2025 Q3	$207K	Buy	+1,214	New	+$208K	0.05%	165

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Detalus Advisors's BX Position: Q4 2025 in Review

Detalus Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,214 shares — an estimated $207K sold.

Detalus Advisors first reported a position in BX in Q3 2025 and held it in 1 quarter. The position peaked at $207K in Q3 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Detalus Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Detalus Advisors sold 1,214 Blackstone shares in Q4 2025, an estimated $207K.
Detalus Advisors first reported a position in Blackstone in Q3 2025 and held it in 1 quarter.
Detalus Advisors's Blackstone position peaked at $207K in Q3 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Detalus Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.