Oliver Lagore Vanvalin Investment Group’s Blackstone BX Stock Holding History

Oliver Lagore Vanvalin Investment Group’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 Q2	$47.8K	Buy	+342	New	+$47K	0.02%	253
2024 Q4	$72.4K	Hold	420	–	–	0.02%	215
2024 Q3	$64.3K	Sell	420 -20	-5%	-$2.77K	0.02%	223
2024 Q2	$54.5K	Buy	440 +20	+5%	+$2.46K	0.02%	230
2024 Q1	$55.2K	Sell	420 -80	-16%	-$9.99K	0.02%	240
2023 Q4	$65.5K	Hold	500	–	–	0.02%	191
2023 Q3	$53.6K	Hold	500	–	–	0.02%	235
2023 Q2	$46.5K	Buy	500 +440	+733%	+$38K	0.02%	260
2023 Q1	$5.31K	Hold	60	–	–	﹤0.01%	476
2022 Q4	$4.48K	Hold	60	–	–	﹤0.01%	479
2022 Q3	$5K	Buy	60 +50	+500%	+$4.84K	﹤0.01%	421
2022 Q2	$1K	Buy	+10	New	+$1.08K	﹤0.01%	531

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BX Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Blackstone (BX) in Q2 2025: 342 shares worth $47.8K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in BX as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in BX in Q2 2022 and has held it in 12 quarters since. The position peaked at $72.4K in Q4 2024. 2,116 funds tracked by Wall St. Rank hold BX as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 342 shares of Blackstone worth $47.8K as of Q2 2025.
Blackstone was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Blackstone made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #253 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Blackstone in Q2 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's Blackstone position peaked at $72.4K in Q4 2024.
2,116 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.