Ethic Inc’s Blackstone BX Stock Holding History

Ethic Inc’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	$7.29M	Sell	63,414 -8,707	-12%	-$1.13M	0.11%	191
2025 Q4	$11.1M	Buy	72,121 +2,400	+3%	+$365K	0.17%	119
2025 Q3	$11.9M	Sell	69,721 -3,413	-5%	-$585K	0.2%	104
2025 Q2	$11.1M	Buy	73,134 +9,449	+15%	+$1.3M	0.2%	104
2025 Q1	$9.09M	Buy	63,685 +3,125	+5%	+$507K	0.18%	113
2024 Q4	$10.4M	Buy	60,560 +25,239	+71%	+$4.4M	0.21%	91
2024 Q3	$4.64M	Sell	35,321 -2,046	-5%	-$284K	0.12%	205
2024 Q2	$4.63M	Buy	37,367 +2,046	+6%	+$252K	0.11%	204
2024 Q1	$4.64M	Buy	35,321 +3,139	+10%	+$392K	0.12%	205
2023 Q4	$4.21M	Buy	32,182 +5,485	+21%	+$593K	0.12%	198
2023 Q3	$2.86M	Buy	26,697 +3,894	+17%	+$405K	0.1%	248
2023 Q2	$2.12M	Buy	22,803 +1,421	+7%	+$123K	0.08%	290
2023 Q1	$1.88M	Buy	21,382 +17,182	+409%	+$1.52M	0.08%	303
2022 Q4	$312K	Buy	+4,200	New	+$363K	0.02%	709
2022 Q2	–	Sell	-1,867	Closed	-$237K	–	758
2022 Q1	$237K	Buy	1,867 +153	+9%	+$18.7K	0.02%	664
2021 Q4	$222K	Buy	+1,714	New	+$229K	0.02%	592

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