Koss-Olinger Consulting’s Blackstone BX Stock Holding History

Koss-Olinger Consulting’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	-2,171	Closed	-$325K	–	282
2025 Q3	$325K	Hold	2,171	–	–	0.03%	255
2025 Q2	$325K	Sell	2,171 -59	-3%	-$8.11K	0.03%	256
2025 Q1	$312K	Buy	+2,230	New	+$362K	0.03%	254
2024 Q4	–	Sell	-2,148	Closed	-$329K	–	203
2024 Q3	$329K	Buy	2,148 +115	+6%	+$16K	0.03%	215
2024 Q2	$252K	Sell	2,033 -7,542	-79%	-$928K	0.02%	228
2024 Q1	$1.26M	Buy	9,575 +7,542	+371%	+$942K	0.68%	33
2023 Q4	$266K	Hold	2,033	–	–	0.03%	253
2023 Q3	$218K	Buy	+2,033	New	+$212K	0.03%	242

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Koss-Olinger Consulting's BX Position: Q4 2025 in Review

Koss-Olinger Consulting sold out of Blackstone (BX) in Q4 2025, closing a stake of 2,171 shares — an estimated $325K sold.

Koss-Olinger Consulting first reported a position in BX in Q3 2023 and held it in 8 quarters. The position peaked at $1.26M in Q1 2024. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Koss-Olinger Consulting reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Koss-Olinger Consulting sold 2,171 Blackstone shares in Q4 2025, an estimated $325K.
Koss-Olinger Consulting first reported a position in Blackstone in Q3 2023 and held it in 8 quarters.
Koss-Olinger Consulting's Blackstone position peaked at $1.26M in Q1 2024.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Koss-Olinger Consulting's 13F filing for Q4 2025, filed 10 Feb 2026.