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Masso Torrence Wealth Management’s Blackstone BX Stock Holding History

Masso Torrence 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
Q3 		$511K Buy
2,992
+56
+2% +$9.6K 0.21% 69
2025
Q2 		$439K Buy
2,936
+5
+0.2% +$687 0.2% 72
2025
Q1 		$410K Buy
2,931
+7
+0.2% +$1.14K 0.22% 69
2024
Q4 		$504K Buy
2,924
+26
+0.9% +$4.53K 0.26% 56
2024
Q3 		$444K Buy
2,898
+5
+0.2% +$694 0.24% 59
2024
Q2 		$358K Buy
2,893
+853
+42% +$105K 0.2% 69
2024
Q1 		$268K Buy
2,040
+8
+0.4% +$999 0.16% 81
2023
Q4 		$266K Buy
2,032
+1
+0% +$108 0.18% 73
2023
Q3 		$218K Buy
+2,031
New +$211K 0.17% 75
2023
Q2 		– Sell
-2,356
Closed -$207K – 86
2023
Q1 		$207K Sell
2,356
-415
-15% -$36.7K 0.16% 87
2022
Q4 		$206K Sell
2,771
-1,623
-37% -$140K 0.16% 86
2022
Q3 		$368K Sell
4,394
-233
-5% -$22.6K 0.33% 52
2022
Q2 		$422K Buy
4,627
+14
+0.3% +$1.51K 0.37% 47
2022
Q1 		$586K Buy
4,613
+12
+0.3% +$1.46K 0.47% 39
2021
Q4 		$595K Buy
+4,601
New +$613K 0.42% 45

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Masso Torrence Wealth Management's BX Position: Q3 2025 in Review

Masso Torrence Wealth Management increased its Blackstone (BX) stake by 1.9% in Q3 2025, buying an estimated $9.6K and bringing the position to 2,992 shares worth $511K. The position accounts for 0.21% of the portfolio, ranked #69.

Masso Torrence Wealth Management first reported a position in BX in Q4 2021 and has held it in 15 quarters since. The position peaked at $595K in Q4 2021. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Masso Torrence Wealth Management held 2,992 shares of Blackstone worth $511K as of Q3 2025.
  • Masso Torrence Wealth Management bought 56 Blackstone shares in Q3 2025, an estimated $9.6K.
  • Blackstone made up 0.21% of Masso Torrence Wealth Management's portfolio in Q3 2025, its #69 holding.
  • Masso Torrence Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 15 quarters since.
  • Masso Torrence Wealth Management's Blackstone position peaked at $595K in Q4 2021.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.