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Livelsberger Financial Advisory’s Blackstone BX Stock Holding History

Livelsberger Financial Advisory’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 		– Sell
-200
Closed -$29.9K – 17
2025
Q2 		$29.9K Buy
+200
New +$27.5K 0.58% 36

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Livelsberger Financial Advisory's BX Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Blackstone (BX) in Q3 2025, closing a stake of 200 shares — an estimated $29.9K sold.

Livelsberger Financial Advisory first reported a position in BX in Q2 2025 and held it in 1 quarter. The position peaked at $29.9K in Q2 2025. 2,213 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 200 Blackstone shares in Q3 2025, an estimated $29.9K.
  • Livelsberger Financial Advisory first reported a position in Blackstone in Q2 2025 and held it in 1 quarter.
  • Livelsberger Financial Advisory's Blackstone position peaked at $29.9K in Q2 2025.
  • 2,213 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.