Money Concepts Capital’s Blackstone BX Stock Holding History

Money Concepts Capital’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	-1,567	Closed	-$268K	–	524
2025 Q3	$268K	Buy	1,567 +6	+0.4%	+$1.03K	0.02%	403
2025 Q2	$233K	Sell	1,561 -98	-6%	-$13.5K	0.02%	410
2025 Q1	$232K	Buy	1,659 +98	+6%	+$15.9K	0.02%	387
2024 Q4	$269K	Buy	+1,561	New	+$272K	0.02%	358
2023 Q1	–	Sell	-7,600	Closed	-$564K	–	811
2022 Q4	$564K	Buy	7,600 +5,147	+210%	+$444K	0.03%	402
2022 Q3	$205K	Buy	2,453 +86	+4%	+$8.33K	0.01%	419
2022 Q2	$220K	Sell	2,367 -2,350	-50%	-$254K	0.02%	388
2022 Q1	$599K	Buy	4,717 +3,023	+178%	+$369K	0.03%	401
2021 Q4	$219K	Buy	+1,694	New	+$226K	0.02%	468

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

Money Concepts Capital's BX Position: Q4 2025 in Review

Money Concepts Capital sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,567 shares — an estimated $268K sold.

Money Concepts Capital first reported a position in BX in Q4 2021 and held it in 9 quarters. The position peaked at $599K in Q1 2022. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Money Concepts Capital reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Money Concepts Capital sold 1,567 Blackstone shares in Q4 2025, an estimated $268K.
Money Concepts Capital first reported a position in Blackstone in Q4 2021 and held it in 9 quarters.
Money Concepts Capital's Blackstone position peaked at $599K in Q1 2022.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Money Concepts Capital's 13F filing for Q4 2025, filed 4 Feb 2026.