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Insight Wealth Partners’s Blackstone BX Stock Holding History

Insight Wealth Partners’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
Q1 		– Sell
-1,183
Closed -$204K – 110
2024
Q4 		$204K Sell
1,183
-546
-32% -$95.1K 0.03% 94
2024
Q3 		$265K Buy
+1,729
New +$240K 0.05% 86

Other funds holding BX

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Insight Wealth Partners's BX Position: Q1 2025 in Review

Insight Wealth Partners sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,183 shares — an estimated $204K sold.

Insight Wealth Partners first reported a position in BX in Q3 2024 and held it in 2 quarters. The position peaked at $265K in Q3 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Insight Wealth Partners reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Insight Wealth Partners sold 1,183 Blackstone shares in Q1 2025, an estimated $204K.
  • Insight Wealth Partners first reported a position in Blackstone in Q3 2024 and held it in 2 quarters.
  • Insight Wealth Partners's Blackstone position peaked at $265K in Q3 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Insight Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.