Nicolet Advisory Services’s Blackstone BX Stock Holding History

Nicolet Advisory Services’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	$2.5M	Buy	15,985 +3,346	+26%	+$508K	0.17%	73
2025 Q3	$2.08M	Buy	12,639 +58	+0.5%	+$9.94K	0.16%	75
2025 Q2	$2.14M	Buy	12,581 +506	+4%	+$69.5K	0.18%	71
2025 Q1	$1.54M	Buy	12,075 +78	+0.7%	+$12.7K	0.15%	74
2024 Q4	$1.98M	Buy	11,997 +530	+5%	+$92.3K	0.18%	66
2024 Q3	$1.73M	Buy	11,467 +379	+3%	+$52.6K	0.16%	68
2024 Q2	$1.38M	Buy	11,088 +794	+8%	+$97.7K	0.13%	78
2024 Q1	$1.36M	Buy	10,294 +413	+4%	+$51.6K	0.14%	79
2023 Q4	$1.21M	Sell	9,881 -554	-5%	-$59.9K	0.13%	82
2023 Q3	$1.09M	Buy	10,435 +2,628	+34%	+$274K	0.12%	89
2023 Q2	$718K	Buy	7,807 +77	+1%	+$6.65K	0.08%	119
2023 Q1	$635K	Buy	+7,730	New	+$683K	0.07%	126

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

Nicolet Advisory Services's BX Position: Q4 2025 in Review

Nicolet Advisory Services increased its Blackstone (BX) stake by 26% in Q4 2025, buying an estimated $508K and bringing the position to 15,985 shares worth $2.5M. The position accounts for 0.17% of the portfolio, ranked #73.

Nicolet Advisory Services first reported a position in BX in Q1 2023 and has held it in 12 quarters since. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Nicolet Advisory Services held 15,985 shares of Blackstone worth $2.5M as of Q4 2025.
Nicolet Advisory Services bought 3,346 Blackstone shares in Q4 2025, an estimated $508K.
Blackstone made up 0.17% of Nicolet Advisory Services's portfolio in Q4 2025, its #73 holding.
Nicolet Advisory Services first reported a position in Blackstone in Q1 2023 and has held it in 12 quarters since.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.