Guardian Wealth Management (Illinois)’s Blackstone BX Stock Holding History

Guardian Wealth Management (Illinois)’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 Q2	–	Sell	-127	Closed	-$17.8K	–	85
2025 Q1	$17.8K	Buy	127 +1	+0.8%	+$162	0.01%	136
2024 Q4	$21.7K	Buy	126 +1	+0.8%	+$174	0.01%	141
2024 Q3	$19.1K	Hold	125	–	–	0.01%	140
2024 Q2	$15.4K	Sell	125 -1	-0.8%	-$123	0.01%	144
2024 Q1	$16.5K	Buy	126 +1	+0.8%	+$125	0.01%	141
2023 Q4	$16.3K	Buy	125 +1	+0.8%	+$108	0.01%	143
2023 Q3	$13.3K	Buy	124 +1	+0.8%	+$104	0.01%	149
2023 Q2	$11.4K	Buy	123 +1	+0.8%	+$86	0.01%	151
2023 Q1	$10.7K	Buy	122 +10	+9%	+$883	0.01%	155
2022 Q4	$8.28K	Sell	112 -6	-5%	-$518	0.01%	178
2022 Q3	$10K	Buy	118 +1	+0.9%	+$97	0.01%	158
2022 Q2	$11K	Buy	117 +2	+2%	+$216	0.01%	156
2022 Q1	$15K	Buy	115 +1	+0.9%	+$122	0.01%	159
2021 Q4	$15K	Buy	+114	New	+$15.2K	0.01%	159

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BX Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Blackstone (BX) in Q2 2025, closing a stake of 127 shares — an estimated $17.8K sold.

Guardian Wealth Management (Illinois) first reported a position in BX in Q4 2021 and held it in 14 quarters. The position peaked at $21.7K in Q4 2024. 2,122 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 127 Blackstone shares in Q2 2025, an estimated $17.8K.
Guardian Wealth Management (Illinois) first reported a position in Blackstone in Q4 2021 and held it in 14 quarters.
Guardian Wealth Management (Illinois)'s Blackstone position peaked at $21.7K in Q4 2024.
2,122 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.