NEOS Investment Management’s Blackstone BX Stock Holding History

NEOS Investment 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
2026 Q1	$12.1M	Buy	105,508 +4,878	+5%	+$635K	0.06%	215
2025 Q4	$15.5M	Buy	100,630 +7,804	+8%	+$1.19M	0.09%	176
2025 Q3	$15.9M	Buy	92,826 +28,339	+44%	+$4.86M	0.12%	149
2025 Q2	$9.65M	Buy	64,487 +12,699	+25%	+$1.74M	0.12%	156
2025 Q1	$7.24M	Buy	51,788 +10,019	+24%	+$1.63M	0.14%	154
2024 Q4	$7.2M	Buy	41,769 +9,954	+31%	+$1.73M	0.17%	116
2024 Q3	$4.87M	Buy	31,815 +6,496	+26%	+$901K	0.15%	133
2024 Q2	$3.13M	Buy	25,319 +7,968	+46%	+$981K	0.13%	144
2024 Q1	$2.28M	Buy	17,351 +7,348	+73%	+$918K	0.14%	135
2023 Q4	$1.31M	Buy	+10,003	New	+$1.08M	0.12%	157

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