Jessup Wealth Management’s Blackstone BX Stock Holding History

Jessup 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 Q4	–	Sell	-1,768	Closed	-$302K	–	386
2025 Q3	$302K	Buy	+1,768	New	+$303K	0.11%	64
2025 Q1	–	Sell	-1,439	Closed	-$248K	–	74
2024 Q4	$248K	Buy	+1,439	New	+$251K	0.11%	59
2023 Q4	–	Sell	-52,242	Closed	-$5.6M	–	57
2023 Q3	$5.6M	Buy	+52,242	New	+$5.44M	3.23%	11

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

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

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

Norges Bank Oslo, Norway $935B AUM

Jessup Wealth Management's BX Position: Q4 2025 in Review

Jessup Wealth Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,768 shares — an estimated $302K sold.

Jessup Wealth Management first reported a position in BX in Q3 2023 and held it in 3 quarters. The position peaked at $5.6M in Q3 2023. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Jessup Wealth Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Jessup Wealth Management sold 1,768 Blackstone shares in Q4 2025, an estimated $302K.
Jessup Wealth Management first reported a position in Blackstone in Q3 2023 and held it in 3 quarters.
Jessup Wealth Management's Blackstone position peaked at $5.6M in Q3 2023.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Jessup Wealth Management's 13F filing for Q4 2025, filed 11 Feb 2026.