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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
2024
Q4 		– Sell
-2,863
Closed -$438K – 159
2024
Q3 		$438K Buy
+2,863
New +$397K 0.11% 78
2024
Q2 		– Sell
-3,477
Closed -$457K – 134
2024
Q1 		$457K Buy
+3,477
New +$434K 0.15% 67

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
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.