McDaniel Terry & Co’s Blackstone BX Stock Holding History

McDaniel Terry & Co’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	-2,500	Closed	-$427K	–	79
2025 Q3	$427K	Hold	2,500	–	–	0.03%	71
2025 Q2	$374K	Hold	2,500	–	–	0.03%	74
2025 Q1	$349K	Hold	2,500	–	–	0.03%	80
2024 Q4	$431K	Hold	2,500	–	–	0.04%	70
2024 Q3	$383K	Buy	2,500 +800	+47%	+$111K	0.03%	76
2024 Q2	$210K	Sell	1,700 -118	-6%	-$14.5K	0.02%	92
2024 Q1	$239K	Buy	1,818 +118	+7%	+$14.7K	0.02%	99
2023 Q4	$223K	Buy	+1,700	New	+$184K	0.02%	82
2023 Q2	–	Sell	-3,507	Closed	-$308K	–	90
2023 Q1	$308K	Sell	3,507 -1,548	-31%	-$137K	0.03%	78
2022 Q4	$375K	Hold	5,055	–	–	0.04%	65
2022 Q3	$423K	Hold	5,055	–	–	0.05%	58
2022 Q2	$461K	Hold	5,055	–	–	0.06%	59
2022 Q1	$642K	Sell	5,055 -681	-12%	-$83.1K	0.07%	55
2021 Q4	$742K	Buy	5,736 +1,161	+25%	+$155K	0.07%	56
2021 Q3	$532K	Hold	4,575	–	–	0.06%	52
2021 Q2	$444K	Hold	4,575	–	–	0.05%	62
2021 Q1	$341K	Hold	4,575	–	–	0.04%	68
2020 Q4	$297K	Buy	+4,575	New	+$266K	0.04%	67

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

McDaniel Terry & Co's BX Position: Q4 2025 in Review

McDaniel Terry & Co sold out of Blackstone (BX) in Q4 2025, closing a stake of 2,500 shares — an estimated $427K sold.

McDaniel Terry & Co first reported a position in BX in Q4 2020 and held it in 18 quarters. The position peaked at $742K in Q4 2021. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

McDaniel Terry & Co reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
McDaniel Terry & Co sold 2,500 Blackstone shares in Q4 2025, an estimated $427K.
McDaniel Terry & Co first reported a position in Blackstone in Q4 2020 and held it in 18 quarters.
McDaniel Terry & Co's Blackstone position peaked at $742K in Q4 2021.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on McDaniel Terry & Co's 13F filing for Q4 2025, filed 10 Feb 2026.