FORA Capital’s Blackstone BX Stock Holding History

FORA Capital’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	-32,176	Closed	-$4.81M	–	502
2025 Q2	$4.81M	Sell	32,176 -24,222	-43%	-$3.33M	0.53%	42
2025 Q1	$7.88M	Sell	56,398 -13,988	-20%	-$2.27M	0.8%	19
2024 Q4	$12.1M	Buy	70,386 +34,587	+97%	+$6.03M	1.39%	10
2024 Q3	$5.48M	Buy	35,799 +11,289	+46%	+$1.57M	0.64%	41
2024 Q2	$3.03M	Sell	24,510 -47,548	-66%	-$5.85M	0.37%	89
2024 Q1	$9.47M	Buy	+72,058	New	+$9M	0.78%	28
2023 Q1	–	Sell	-14,836	Closed	-$1.1M	–	534
2022 Q4	$1.1M	Buy	+14,836	New	+$1.28M	0.18%	150
2022 Q3	–	Sell	-25,359	Closed	-$2.31M	–	423
2022 Q2	$2.31M	Buy	25,359 +18,787	+286%	+$2.03M	0.46%	56
2022 Q1	$836K	Buy	+6,572	New	+$802K	0.15%	190
2021 Q3	–	Sell	-1,951	Closed	-$190K	–	431
2021 Q2	$190K	Sell	1,951 -9,127	-82%	-$811K	0.04%	455
2021 Q1	$826K	Sell	11,078 -8,799	-44%	-$607K	0.27%	80
2020 Q4	$1.29M	Buy	+19,877	New	+$1.16M	0.2%	119
2020 Q1	–	Sell	-1,374	Closed	-$77K	–	1057
2019 Q4	$77K	Buy	+1,374	New	+$71.3K	0.01%	801

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

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

Geode Capital Management

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

Capital World Investors

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

Bank of America

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

Royal Bank of Canada

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

Janus Henderson Group

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