Guerra Advisors’s Blackstone BX Stock Holding History

Guerra Advisors’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	$1.13M	Buy	6,619 +1,562	+31%	+$268K	0.42%	57
2025 Q2	$756K	Buy	5,057 +873	+21%	+$120K	0.36%	51
2025 Q1	$585K	Sell	4,184 -963	-19%	-$156K	0.33%	49
2024 Q4	$888K	Buy	+5,147	New	+$897K	0.49%	42

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

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

Guerra Advisors's BX Position: Q3 2025 in Review

Guerra Advisors increased its Blackstone (BX) stake by 31% in Q3 2025, buying an estimated $268K and bringing the position to 6,619 shares worth $1.13M. The position accounts for 0.42% of the portfolio, ranked #57.

Guerra Advisors first reported a position in BX in Q4 2024 and has held it in 4 quarters since. 2,209 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Guerra Advisors held 6,619 shares of Blackstone worth $1.13M as of Q3 2025.
Guerra Advisors bought 1,562 Blackstone shares in Q3 2025, an estimated $268K.
Blackstone made up 0.42% of Guerra Advisors's portfolio in Q3 2025, its #57 holding.
Guerra Advisors first reported a position in Blackstone in Q4 2024 and has held it in 4 quarters since.
2,209 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.