Moody Aldrich Partners’s Blackstone BX Stock Holding History

Moody Aldrich Partners’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	–	Sell	-1,912	Closed	-$295K	–	193
2025 Q4	$295K	Hold	1,912	–	–	0.06%	154
2025 Q3	$327K	Sell	1,912 -1,119	-37%	-$192K	0.06%	145
2025 Q2	$453K	Sell	3,031 -557	-16%	-$76.5K	0.09%	131
2025 Q1	$502K	Buy	3,588 +431	+14%	+$70K	0.11%	123
2024 Q4	$544K	Hold	3,157	–	–	0.1%	128
2024 Q3	$483K	Sell	3,157 -411	-12%	-$57K	0.09%	128
2024 Q2	$442K	Sell	3,568 -27	-0.8%	-$3.32K	0.09%	134
2024 Q1	$472K	Sell	3,595 -92	-2%	-$11.5K	0.08%	145
2023 Q4	$483K	Buy	3,687 +30	+0.8%	+$3.25K	0.09%	133
2023 Q3	$388K	Buy	+3,657	New	+$381K	0.07%	142

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