Nalls Sherbakoff Group’s Blackstone BX Stock Holding History

Nalls Sherbakoff Group’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	$90.8K	Hold	589	–	–	0.07%	148
2025 Q3	$101K	Hold	589	–	–	0.07%	144
2025 Q2	$88.1K	Hold	589	–	–	0.06%	149
2025 Q1	$82.3K	Buy	+589	New	+$95.6K	0.07%	141
2023 Q4	$71.7K	Hold	548	–	–	0.06%	140
2023 Q3	$58.7K	Hold	548	–	–	0.06%	145
2023 Q2	$46.9K	Hold	548	–	–	0.05%	160
2023 Q1	$47K	Buy	+548	New	+$48.4K	0.05%	165

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Nalls Sherbakoff Group's BX Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Blackstone (BX) position steady in Q4 2025 at 589 shares worth $90.8K. The position accounts for 0.07% of the portfolio, ranked #148.

Nalls Sherbakoff Group first reported a position in BX in Q1 2023 and has held it in 8 quarters since. The position peaked at $101K in Q3 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Nalls Sherbakoff Group held 589 shares of Blackstone worth $90.8K as of Q4 2025.
Nalls Sherbakoff Group left its Blackstone share count unchanged in Q4 2025.
Blackstone made up 0.07% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #148 holding.
Nalls Sherbakoff Group first reported a position in Blackstone in Q1 2023 and has held it in 8 quarters since.
Nalls Sherbakoff Group's Blackstone position peaked at $101K in Q3 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.