Forefront Wealth Management’s Blackstone BX Stock Holding History

Forefront Wealth Management’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 Q4	$310K	Hold	2,013	–	–	0.22%	49
2025 Q3	$344K	Hold	2,013	–	–	0.25%	49
2025 Q2	$301K	Hold	2,013	–	–	0.24%	46
2025 Q1	$281K	Hold	2,013	–	–	0.26%	42
2024 Q4	$347K	Buy	+2,013	New	+$351K	0.32%	37
2023 Q3	$216K	Buy	+2,013	New	+$210K	0.3%	39
2023 Q2	–	Sell	-3,013	Closed	-$265K	–	41
2023 Q1	$265K	Hold	3,013	–	–	0.35%	40
2022 Q4	$255K	Buy	3,013 +542	+22%	+$46.8K	0.34%	38
2022 Q3	$207K	Hold	2,471	–	–	0.29%	43
2022 Q2	$225K	Hold	2,471	–	–	0.3%	41
2022 Q1	$314K	Hold	2,471	–	–	0.31%	39
2021 Q4	$320K	Buy	+2,471	New	+$329K	0.31%	40

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

Norges Bank Oslo, Norway $935B AUM

Forefront Wealth Management's BX Position: Q4 2025 in Review

Forefront Wealth Management held its Blackstone (BX) position steady in Q4 2025 at 2,013 shares worth $310K. The position accounts for 0.22% of the portfolio, ranked #49.

Forefront Wealth Management first reported a position in BX in Q4 2021 and has held it in 12 quarters since. The position peaked at $347K in Q4 2024. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Forefront Wealth Management held 2,013 shares of Blackstone worth $310K as of Q4 2025.
Forefront Wealth Management left its Blackstone share count unchanged in Q4 2025.
Blackstone made up 0.22% of Forefront Wealth Management's portfolio in Q4 2025, its #49 holding.
Forefront Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 12 quarters since.
Forefront Wealth Management's Blackstone position peaked at $347K in Q4 2024.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.