J.W. Coons Advisors’s Blackstone BX Stock Holding History

J.W. Coons 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 Q2	$599K	Buy	4,004 +1,440	+56%	+$198K	0.14%	138
2025 Q1	$358K	Buy	2,564 +150	+6%	+$24.3K	0.09%	174
2024 Q4	$416K	Buy	+2,414	New	+$421K	0.11%	165

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

J.W. Coons Advisors's BX Position: Q2 2025 in Review

J.W. Coons Advisors increased its Blackstone (BX) stake by 56% in Q2 2025, buying an estimated $198K and bringing the position to 4,004 shares worth $599K. The position accounts for 0.14% of the portfolio, ranked #138.

J.W. Coons Advisors first reported a position in BX in Q4 2024 and has held it in 3 quarters since. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

J.W. Coons Advisors held 4,004 shares of Blackstone worth $599K as of Q2 2025.
J.W. Coons Advisors bought 1,440 Blackstone shares in Q2 2025, an estimated $198K.
Blackstone made up 0.14% of J.W. Coons Advisors's portfolio in Q2 2025, its #138 holding.
J.W. Coons Advisors first reported a position in Blackstone in Q4 2024 and has held it in 3 quarters since.
2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.