Obsidian Personal Planning Solutions’s Blackstone BX Stock Holding History

Obsidian Personal Planning Solutions’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	$369K	Buy	2,515 +15	+0.6%	+$2.57K	0.13%	68
2025 Q2	$374K	Hold	2,500	–	–	0.15%	58
2025 Q1	$329K	Hold	2,500	–	–	0.15%	62
2024 Q4	$443K	Hold	2,500	–	–	0.21%	48
2024 Q3	$419K	Hold	2,500	–	–	0.22%	46
2024 Q2	$310K	Hold	2,500	–	–	0.19%	61
2024 Q1	$292K	Hold	2,500	–	–	0.19%	65
2023 Q4	$327K	Hold	2,500	–	–	0.25%	52
2023 Q3	$268K	Hold	2,500	–	–	0.23%	56
2023 Q2	$232K	Hold	2,500	–	–	0.29%	63
2023 Q1	$220K	Buy	+2,500	New	+$221K	0.32%	47

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

Obsidian Personal Planning Solutions's BX Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Blackstone (BX) stake by 0.6% in Q3 2025, buying an estimated $2.57K and bringing the position to 2,515 shares worth $369K. The position accounts for 0.13% of the portfolio, ranked #68.

Obsidian Personal Planning Solutions first reported a position in BX in Q1 2023 and has held it in 11 quarters since. The position peaked at $443K in Q4 2024. 2,209 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Obsidian Personal Planning Solutions held 2,515 shares of Blackstone worth $369K as of Q3 2025.
Obsidian Personal Planning Solutions bought 15 Blackstone shares in Q3 2025, an estimated $2.57K.
Blackstone made up 0.13% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #68 holding.
Obsidian Personal Planning Solutions first reported a position in Blackstone in Q1 2023 and has held it in 11 quarters since.
Obsidian Personal Planning Solutions's Blackstone position peaked at $443K in Q4 2024.
2,209 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.