Note Advisors’s Blackstone BX Stock Holding History

Note Advisors’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	-1,174	Closed	-$201K	–	83
2025 Q3	$201K	Buy	+1,174	New	+$201K	0.12%	83
2025 Q1	–	Sell	-1,174	Closed	-$202K	–	75
2024 Q4	$202K	Buy	+1,174	New	+$205K	0.18%	72

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

Note Advisors's BX Position: Q4 2025 in Review

Note Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,174 shares — an estimated $201K sold.

Note Advisors first reported a position in BX in Q4 2024 and held it in 2 quarters. The position peaked at $202K in Q4 2024. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Note Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Note Advisors sold 1,174 Blackstone shares in Q4 2025, an estimated $201K.
Note Advisors first reported a position in Blackstone in Q4 2024 and held it in 2 quarters.
Note Advisors's Blackstone position peaked at $202K in Q4 2024.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Note Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.