GWN Securities’s Blackstone BX Stock Holding History

GWN Securities’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	-10,348	Closed	-$1.53M	–	444
2025 Q1	$1.53M	Buy	10,348 +7,246	+234%	+$1.18M	0.09%	235
2024 Q4	$565K	Buy	+3,102	New	+$540K	0.15%	139

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GWN Securities's BX Position: Q2 2025 in Review

GWN Securities sold out of Blackstone (BX) in Q2 2025, closing a stake of 10,348 shares — an estimated $1.53M sold.

GWN Securities first reported a position in BX in Q4 2024 and held it in 2 quarters. The position peaked at $1.53M in Q1 2025. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

GWN Securities reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 10,348 Blackstone shares in Q2 2025, an estimated $1.53M.
GWN Securities first reported a position in Blackstone in Q4 2024 and held it in 2 quarters.
GWN Securities's Blackstone position peaked at $1.53M in Q1 2025.
2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.