Grimes & Company’s Blackstone BX Stock Holding History

Grimes & Company’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	–	Sell	-1,391	Closed	-$238K	–	465
2025 Q3	$238K	Buy	+1,391	New	+$238K	0.01%	412

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

Grimes & Company's BX Position: Q4 2025 in Review

Grimes & Company sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,391 shares — an estimated $238K sold.

Grimes & Company first reported a position in BX in Q3 2025 and held it in 1 quarter. The position peaked at $238K in Q3 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Grimes & Company reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Grimes & Company sold 1,391 Blackstone shares in Q4 2025, an estimated $238K.
Grimes & Company first reported a position in Blackstone in Q3 2025 and held it in 1 quarter.
Grimes & Company's Blackstone position peaked at $238K in Q3 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Grimes & Company's 13F filing for Q4 2025, filed 3 Feb 2026.