Opal Wealth Advisors’s Blackstone BX Stock Holding History

Opal 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
2026 Q1	$184K	Buy	+1,603	New	+$209K	0.04%	215
2025 Q4	–	Sell	-2,118	Closed	-$362K	–	209
2025 Q3	$362K	Sell	2,118 -52	-2%	-$8.91K	0.1%	124
2025 Q2	$325K	Sell	2,170 -29	-1%	-$3.98K	0.09%	124
2025 Q1	$307K	Buy	2,199 +29	+1%	+$4.71K	0.09%	118
2024 Q4	$374K	Sell	2,170 -412	-16%	-$71.8K	0.11%	111
2024 Q3	$395K	Sell	2,582 -199	-7%	-$27.6K	0.12%	94
2024 Q2	$344K	Sell	2,781 -103	-4%	-$12.7K	0.11%	113
2024 Q1	$379K	Sell	2,884 -103	-3%	-$12.9K	0.13%	106
2023 Q4	$391K	Sell	2,987 -238	-7%	-$25.7K	0.15%	102
2023 Q3	$346K	Buy	3,225 +72	+2%	+$7.5K	0.2%	85
2023 Q2	$293K	Buy	+3,153	New	+$272K	0.15%	97
2022 Q2	–	Sell	-1,851	Closed	-$235K	–	114
2022 Q1	$235K	Buy	1,851 +56	+3%	+$6.83K	0.2%	84
2021 Q4	$232K	Buy	+1,795	New	+$239K	0.15%	105

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return