Mattern Wealth Management’s Blackstone BX Stock Holding History

Mattern 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
2026 Q1	$254K	Sell	2,212 -1	-0%	-$130	0.05%	134
2025 Q4	$341K	Hold	2,213	–	–	0.07%	115
2025 Q3	$378K	Hold	2,213	–	–	0.08%	105
2025 Q2	$331K	Buy	2,213 +60	+3%	+$8.24K	0.07%	118
2025 Q1	$301K	Sell	2,153 -75	-3%	-$12.2K	0.07%	129
2024 Q4	$384K	Hold	2,228	–	–	0.08%	121
2024 Q3	$341K	Sell	2,228 -500	-18%	-$69.4K	0.08%	132
2024 Q2	$338K	Sell	2,728 -1,003	-27%	-$123K	0.08%	131
2024 Q1	$490K	Buy	3,731 +6	+0.2%	+$749	0.12%	108
2023 Q4	$488K	Buy	3,725 +300	+9%	+$32.5K	0.13%	107
2023 Q3	$367K	Buy	3,425 +368	+12%	+$38.3K	0.11%	119
2023 Q2	$284K	Buy	3,057 +135	+5%	+$11.7K	0.08%	138
2023 Q1	$257K	Buy	+2,922	New	+$258K	0.09%	150

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return