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Herbst Group’s Blackstone BX Stock Holding History

Herbst Group’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 		– Sell
-2,415
Closed -$361K – 55
2025
Q2 		$361K Buy
2,415
+139
+6% +$19.1K 0.22% 47
2025
Q1 		$318K Hold
2,276
– – 0.23% 48
2024
Q4 		$392K Sell
2,276
-14,800
-87% -$2.58M 0.24% 55
2024
Q3 		$2.61M Sell
17,076
-300
-2% -$41.6K 1.62% 26
2024
Q2 		$2.15M Sell
17,376
-75
-0.4% -$9.23K 1.31% 33
2024
Q1 		$2.29M Sell
17,451
-300
-2% -$37.5K 1.42% 35
2023
Q4 		$2.32M Buy
17,751
+1
+0% +$108 1.49% 32
2023
Q3 		$1.9M Buy
17,750
+800
+5% +$83.3K 1.36% 31
2023
Q2 		$1.58M Buy
16,950
+350
+2% +$30.2K 1.09% 41
2023
Q1 		$1.46M Buy
16,600
+900
+6% +$79.5K 1.03% 42
2022
Q4 		$1.16M Buy
15,700
+200
+1% +$17.3K 0.94% 44
2022
Q3 		$1.3M Buy
15,500
+300
+2% +$29.1K 1.06% 43
2022
Q2 		$1.41M Buy
+15,200
New +$1.64M 1.12% 42

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Herbst Group's BX Position: Q3 2025 in Review

Herbst Group sold out of Blackstone (BX) in Q3 2025, closing a stake of 2,415 shares — an estimated $361K sold.

Herbst Group first reported a position in BX in Q2 2022 and held it in 13 quarters. The position peaked at $2.61M in Q3 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Herbst Group reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • Herbst Group sold 2,415 Blackstone shares in Q3 2025, an estimated $361K.
  • Herbst Group first reported a position in Blackstone in Q2 2022 and held it in 13 quarters.
  • Herbst Group's Blackstone position peaked at $2.61M in Q3 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Herbst Group's 13F filing for Q3 2025, filed 14 Nov 2025.