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MorganRosel Wealth Management’s Blackstone BX Stock Holding History

MorganRosel 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
2025
Q3 		– Sell
-364
Closed -$54.4K – 147
2025
Q2 		$54.4K Buy
+364
New +$50K 0.01% 179

Other funds holding BX

Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

MorganRosel Wealth Management's BX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 364 shares — an estimated $54.4K sold.

MorganRosel Wealth Management first reported a position in BX in Q2 2025 and held it in 1 quarter. The position peaked at $54.4K in Q2 2025. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 364 Blackstone shares in Q3 2025, an estimated $54.4K.
  • MorganRosel Wealth Management first reported a position in Blackstone in Q2 2025 and held it in 1 quarter.
  • MorganRosel Wealth Management's Blackstone position peaked at $54.4K in Q2 2025.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.