Oak Hill Wealth Advisors’s Blackstone BX Stock Holding History

Oak Hill Wealth 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 Q3	$675K	Sell	3,948 -474	-11%	-$81.2K	0.13%	89
2025 Q2	$691K	Buy	4,422 +310	+8%	+$42.6K	0.14%	80
2025 Q1	$575K	Hold	4,112	–	–	0.13%	81
2024 Q4	$709K	Buy	+4,112	New	+$716K	0.17%	61
2024 Q3	–	Sell	-2,977	Closed	-$413K	–	140
2024 Q2	$369K	Buy	+2,977	New	+$366K	0.11%	80
2024 Q1	–	Sell	-3,477	Closed	-$434K	–	127
2023 Q4	$455K	Sell	3,477 -300	-8%	-$32.5K	0.16%	64
2023 Q3	$405K	Sell	3,777 -142	-4%	-$14.8K	0.16%	68
2023 Q2	$365K	Buy	3,919 +142	+4%	+$12.3K	0.13%	75
2023 Q1	$332K	Sell	3,777 -23	-0.6%	-$2.03K	0.13%	80
2022 Q4	$282K	Buy	+3,800	New	+$328K	0.12%	88

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Oak Hill Wealth Advisors's BX Position: Q3 2025 in Review

Oak Hill Wealth Advisors reduced its Blackstone (BX) stake by 11% in Q3 2025, selling an estimated $81.2K and leaving 3,948 shares worth $675K. The position accounts for 0.13% of the portfolio, ranked #89.

Oak Hill Wealth Advisors first reported a position in BX in Q4 2022 and has held it in 10 quarters since. The position peaked at $709K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Oak Hill Wealth Advisors held 3,948 shares of Blackstone worth $675K as of Q3 2025.
Oak Hill Wealth Advisors sold 474 Blackstone shares in Q3 2025, an estimated $81.2K.
Blackstone made up 0.13% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #89 holding.
Oak Hill Wealth Advisors first reported a position in Blackstone in Q4 2022 and has held it in 10 quarters since.
Oak Hill Wealth Advisors's Blackstone position peaked at $709K in Q4 2024.
2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.