New England Research & Management’s Blackstone BX Stock Holding History

New England Research & 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 Q4	–	Sell	-1,335	Closed	-$228K	–	154
2025 Q3	$228K	Buy	+1,335	New	+$229K	0.1%	140
2025 Q1	–	Sell	-5,650	Closed	-$974K	–	148
2024 Q4	$974K	Buy	+5,650	New	+$984K	0.5%	68
2022 Q3	–	Sell	-6,800	Closed	-$620K	–	161
2022 Q2	$620K	Hold	6,800	–	–	0.36%	100
2022 Q1	$863K	Buy	+6,800	New	+$829K	0.45%	78
2016 Q4	–	Sell	-9,050	Closed	-$231K	–	172
2016 Q3	$231K	Buy	9,050 +800	+10%	+$21.1K	0.19%	150
2016 Q2	$202K	Hold	8,250	–	–	0.17%	151
2016 Q1	$231K	Buy	8,250 +1,000	+14%	+$26.4K	0.2%	143
2015 Q4	$212K	Buy	+7,250	New	+$231K	0.18%	151

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

New England Research & Management's BX Position: Q4 2025 in Review

New England Research & Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,335 shares — an estimated $228K sold.

New England Research & Management first reported a position in BX in Q4 2015 and held it in 8 quarters. The position peaked at $974K in Q4 2024. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

New England Research & Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
New England Research & Management sold 1,335 Blackstone shares in Q4 2025, an estimated $228K.
New England Research & Management first reported a position in Blackstone in Q4 2015 and held it in 8 quarters.
New England Research & Management's Blackstone position peaked at $974K in Q4 2024.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on New England Research & Management's 13F filing for Q4 2025, filed 7 Jan 2026.