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DHJJ Financial Advisors’s Blackstone BX Stock Holding History

DHJJ Financial 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 		$37K Hold
322
– – 0.01% 449
2025
Q4 		$49.6K Hold
322
– – 0.02% 385
2025
Q3 		$55K Buy
322
+10
+3% +$1.71K 0.02% 352
2025
Q2 		$46.7K Hold
312
– – 0.02% 355
2025
Q1 		$43.6K Hold
312
– – 0.02% 332
2024
Q4 		$53.8K Hold
312
– – 0.02% 299
2024
Q3 		$47.8K Hold
312
– – 0.02% 306
2024
Q2 		$38.6K Hold
312
– – 0.02% 307
2024
Q1 		$41K Hold
312
– – 0.02% 289
2023
Q4 		$40.8K Hold
312
– – 0.02% 274
2023
Q3 		$33.4K Buy
+312
New +$32.5K 0.02% 295

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
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