HWM
BX icon

Hemington Wealth Management’s Blackstone BX Stock Holding History

Hemington 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
Q3 		$110K Sell
647
-92
-12% -$15.8K 0.01% 222
2025
Q2 		$110K Buy
739
+8
+1% +$1.1K 0.02% 207
2025
Q1 		$102K Buy
731
+52
+8% +$8.44K 0.02% 201
2024
Q4 		$117K Buy
679
+98
+17% +$17.1K 0.03% 171
2024
Q3 		$97K Buy
+581
New +$80.6K 0.03% 195

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Hemington Wealth Management's BX Position: Q3 2025 in Review

Hemington Wealth Management reduced its Blackstone (BX) stake by 12% in Q3 2025, selling an estimated $15.8K and leaving 647 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #222.

Hemington Wealth Management first reported a position in BX in Q3 2024 and has held it in 5 quarters since. The position peaked at $117K in Q4 2024. 2,216 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Hemington Wealth Management held 647 shares of Blackstone worth $110K as of Q3 2025.
  • Hemington Wealth Management sold 92 Blackstone shares in Q3 2025, an estimated $15.8K.
  • Blackstone made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #222 holding.
  • Hemington Wealth Management first reported a position in Blackstone in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Blackstone position peaked at $117K in Q4 2024.
  • 2,216 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.