Equitable Trust’s Blackstone BX Stock Holding History

Equitable Trust’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	$373K	Buy	3,247 +173	+6%	+$22.5K	0.02%	370
2025 Q4	$474K	Hold	3,074	–	–	0.02%	325
2025 Q3	$525K	Hold	3,074	–	–	0.02%	313
2025 Q2	$460K	Hold	3,074	–	–	0.02%	318
2025 Q1	$430K	Sell	3,074 -68	-2%	-$11K	0.02%	334
2024 Q4	$542K	Sell	3,142 -330	-10%	-$57.5K	0.03%	304
2024 Q3	$532K	Buy	3,472 +297	+9%	+$41.2K	0.03%	304
2024 Q2	$393K	Buy	3,175 +115	+4%	+$14.2K	0.03%	338
2024 Q1	$402K	Buy	3,060 +300	+11%	+$37.5K	0.03%	334
2023 Q4	$361K	Hold	2,760	–	–	0.03%	327
2023 Q3	$296K	Hold	2,760	–	–	0.02%	347
2023 Q2	$257K	Hold	2,760	–	–	0.02%	360
2023 Q1	$242K	Buy	+2,760	New	+$244K	0.02%	366
2022 Q4	–	Sell	-2,670	Closed	-$223K	–	396
2022 Q3	$223K	Hold	2,670	–	–	0.02%	354
2022 Q2	$244K	Hold	2,670	–	–	0.02%	348
2022 Q1	$339K	Buy	+2,670	New	+$326K	0.02%	306

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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