Eaton Financial Holdings’s Blackstone BX Stock Holding History

Eaton Financial Holdings’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 Q3	–	Sell	-1,827	Closed	-$273K	–	123
2025 Q2	$273K	Buy	+1,827	New	+$251K	0.08%	105
2023 Q4	–	Sell	-5,273	Closed	-$565K	–	159
2023 Q3	$565K	Buy	+5,273	New	+$549K	0.15%	117
2023 Q1	–	Sell	-5,466	Closed	-$406K	–	54
2022 Q4	$406K	Buy	+5,466	New	+$472K	0.35%	44

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Eaton Financial Holdings's BX Position: Q3 2025 in Review

Eaton Financial Holdings sold out of Blackstone (BX) in Q3 2025, closing a stake of 1,827 shares — an estimated $273K sold.

Eaton Financial Holdings first reported a position in BX in Q4 2022 and held it in 3 quarters. The position peaked at $565K in Q3 2023. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Eaton Financial Holdings reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
Eaton Financial Holdings sold 1,827 Blackstone shares in Q3 2025, an estimated $273K.
Eaton Financial Holdings first reported a position in Blackstone in Q4 2022 and held it in 3 quarters.
Eaton Financial Holdings's Blackstone position peaked at $565K in Q3 2023.
2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Eaton Financial Holdings's 13F filing for Q3 2025, filed 17 Nov 2025.