Kathleen S. Wright Associates’s Blackstone BX Stock Holding History

Kathleen S. Wright Associates’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	$259K	Hold	1,514	–	–	0.1%	102
2025 Q2	$226K	Hold	1,514	–	–	0.09%	105
2025 Q1	$212K	Hold	1,514	–	–	0.09%	108
2024 Q4	$261K	Sell	1,514 -226	-13%	-$39.4K	0.11%	100
2024 Q3	$266K	Buy	1,740 +225	+15%	+$31.2K	0.11%	102
2024 Q2	$188K	Buy	1,515 +115	+8%	+$14.2K	0.09%	110
2024 Q1	$184K	Hold	1,400	–	–	0.09%	108
2023 Q4	$183K	Sell	1,400 -200	-13%	-$21.6K	0.09%	101
2023 Q3	$171K	Hold	1,600	–	–	0.1%	98
2023 Q2	$149K	Hold	1,600	–	–	0.09%	84
2023 Q1	$141K	Hold	1,600	–	–	0.09%	85
2022 Q4	$119K	Hold	1,600	–	–	0.08%	97
2022 Q3	$134K	Hold	1,600	–	–	0.11%	89
2022 Q2	$146K	Hold	1,600	–	–	0.12%	83
2022 Q1	$203K	Hold	1,600	–	–	0.15%	78
2021 Q4	$207K	Buy	+1,600	New	+$213K	0.15%	79

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kathleen S. Wright Associates's BX Position: Q3 2025 in Review

Kathleen S. Wright Associates held its Blackstone (BX) position steady in Q3 2025 at 1,514 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #102.

Kathleen S. Wright Associates first reported a position in BX in Q4 2021 and has held it in 16 quarters since. The position peaked at $266K in Q3 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Kathleen S. Wright Associates held 1,514 shares of Blackstone worth $259K as of Q3 2025.
Kathleen S. Wright Associates left its Blackstone share count unchanged in Q3 2025.
Blackstone made up 0.1% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #102 holding.
Kathleen S. Wright Associates first reported a position in Blackstone in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's Blackstone position peaked at $266K in Q3 2024.
2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.