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Marshall & Sterling Wealth Advisors’s Blackstone BX Stock Holding History

Marshall & Sterling Wealth 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
Q4 		– Sell
-36
Closed -$6.15K – 378
2025
Q3 		$6.15K Hold
36
– – ﹤0.01% 462
2025
Q2 		$5.38K Hold
36
– – ﹤0.01% 473
2025
Q1 		$5.03K Buy
+36
New +$5.84K ﹤0.01% 470

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall & Sterling Wealth Advisors's BX Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 36 shares — an estimated $6.15K sold.

Marshall & Sterling Wealth Advisors first reported a position in BX in Q1 2025 and held it in 3 quarters. The position peaked at $6.15K in Q3 2025. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 36 Blackstone shares in Q4 2025, an estimated $6.15K.
  • Marshall & Sterling Wealth Advisors first reported a position in Blackstone in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Blackstone position peaked at $6.15K in Q3 2025.
  • 2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.