Monograph Wealth Advisors’s Blackstone BX Stock Holding History

Monograph 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 Q2	–	Sell	-2,335	Closed	-$326K	–	128
2025 Q1	$326K	Hold	2,335	–	–	0.04%	90
2024 Q4	$403K	Hold	2,335	–	–	0.05%	81
2024 Q3	$357K	Hold	2,335	–	–	0.05%	86
2024 Q2	$289K	Sell	2,335 -3,000	-56%	-$369K	0.04%	87
2024 Q1	$701K	Buy	5,335 +2,863	+116%	+$358K	0.1%	74
2023 Q4	$324K	Buy	2,472 +137	+6%	+$14.8K	0.06%	82
2023 Q3	$250K	Hold	2,335	–	–	0.05%	104
2023 Q2	$217K	Hold	2,335	–	–	0.05%	80
2023 Q1	$205K	Buy	+2,335	New	+$206K	0.05%	80
2022 Q3	–	Sell	-2,292	Closed	-$209K	–	70
2022 Q2	$209K	Buy	2,292 +23	+1%	+$2.48K	0.06%	69
2022 Q1	$288K	Buy	2,269 +444	+24%	+$54.2K	0.07%	68
2021 Q4	$236K	Buy	+1,825	New	+$243K	0.06%	76

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Monograph Wealth Advisors's BX Position: Q2 2025 in Review

Monograph Wealth Advisors sold out of Blackstone (BX) in Q2 2025, closing a stake of 2,335 shares — an estimated $326K sold.

Monograph Wealth Advisors first reported a position in BX in Q4 2021 and held it in 12 quarters. The position peaked at $701K in Q1 2024. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Monograph Wealth Advisors reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
Monograph Wealth Advisors sold 2,335 Blackstone shares in Q2 2025, an estimated $326K.
Monograph Wealth Advisors first reported a position in Blackstone in Q4 2021 and held it in 12 quarters.
Monograph Wealth Advisors's Blackstone position peaked at $701K in Q1 2024.
2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Monograph Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.