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Optimum Investment Advisors’s Blackstone BX Stock Holding History

Optimum Investment 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 		$393K Hold
2,300
– – 0.16% 120
2025
Q2 		$344K Hold
2,300
– – 0.15% 130
2025
Q1 		$321K Hold
2,300
– – 0.15% 128
2024
Q4 		$397K Hold
2,300
– – 0.18% 117
2024
Q3 		$352K Sell
2,300
-400
-15% -$55.5K 0.15% 132
2024
Q2 		$334K Sell
2,700
-500
-16% -$61.5K 0.15% 132
2024
Q1 		$420K Hold
3,200
– – 0.19% 109
2023
Q4 		$419K Hold
3,200
– – 0.21% 104
2023
Q3 		$343K Hold
3,200
– – 0.18% 126
2023
Q2 		$298K Sell
3,200
-200
-6% -$17.3K 0.15% 142
2023
Q1 		$299K Sell
3,400
-1,200
-26% -$106K 0.16% 142
2022
Q4 		$341K Sell
4,600
-5,505
-54% -$475K 0.18% 131
2022
Q3 		$846K Sell
10,105
-100
-1% -$9.69K 0.46% 54
2022
Q2 		$931K Sell
10,205
-660
-6% -$71.3K 0.47% 50
2022
Q1 		$1.38M Hold
10,865
– – 0.58% 38
2021
Q4 		$1.41M Sell
10,865
-450
-4% -$60K 0.55% 37
2021
Q3 		$1.32M Sell
11,315
-8,435
-43% -$979K 0.55% 38
2021
Q2 		$1.92M Sell
19,750
-4,190
-18% -$372K 0.6% 35
2021
Q1 		$1.78M Sell
23,940
-900
-4% -$62.1K 0.52% 45
2020
Q4 		$1.61M Sell
24,840
-250
-1% -$14.6K 0.49% 46
2020
Q3 		$1.31M Hold
25,090
– – 0.44% 51
2020
Q2 		$1.42M Buy
25,090
+200
+0.8% +$10.5K 0.5% 44
2020
Q1 		$1.13M Sell
24,890
-1,200
-5% -$66.4K 0.47% 49
2019
Q4 		$1.46M Buy
26,090
+150
+0.6% +$7.78K 0.43% 51
2019
Q3 		$1.27M Sell
25,940
-225
-0.9% -$11K 0.4% 58
2019
Q2 		$1.16M Sell
26,165
-400
-2% -$16K 0.38% 65
2019
Q1 		$929K Sell
26,565
-5,325
-17% -$178K 0.3% 81
2018
Q4 		$951K Sell
31,890
-3,620
-10% -$120K 0.33% 74
2018
Q3 		$1.35M Sell
35,510
-600
-2% -$21.7K 0.37% 68
2018
Q2 		$1.16M Sell
36,110
-600
-2% -$19.1K 0.33% 77
2018
Q1 		$1.17M Buy
36,710
+1,300
+4% +$44.3K 0.34% 74
2017
Q4 		$1.13M Buy
35,410
+550
+2% +$17.9K 0.36% 82
2017
Q3 		$1.16M Sell
34,860
-4,375
-11% -$144K 0.39% 72
2017
Q2 		$1.31M Sell
39,235
-1,050
-3% -$32.9K 0.45% 59
2017
Q1 		$1.2M Buy
40,285
+2,270
+6% +$68.3K 0.42% 68
2016
Q4 		$1.03M Sell
38,015
-800
-2% -$20.8K 0.39% 76
2016
Q3 		$991K Sell
38,815
-11,200
-22% -$296K 0.37% 81
2016
Q2 		$1.23M Sell
50,015
-365
-0.7% -$9.71K 0.48% 57
2016
Q1 		$1.41M Sell
50,380
-10,370
-17% -$274K 0.56% 46
2015
Q4 		$1.78M Sell
60,750
-4,140
-6% -$132K 0.69% 34
2015
Q3 		$2.02M Buy
+64,890
New +$2.35M 0.81% 25
2015
Q1 		$2.2M Buy
57,609
+3,210
+6% +$116K 0.7% 27
2014
Q4 		$1.81M Buy
54,399
+17,781
+49% +$556K 0.58% 33
2014
Q3 		$1.13M Sell
36,618
-815
-2% -$26.5K 0.38% 67
2014
Q2 		$1.23M Buy
37,433
+7,388
+25% +$228K 0.4% 63
2014
Q1 		$980K Buy
30,045
+1,681
+6% +$53.6K 0.37% 74
2013
Q4 		$877K Buy
28,364
+1,794
+7% +$48.9K 0.33% 85
2013
Q3 		$649K Buy
+26,570
New +$591K 0.27% 104

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

Optimum Investment Advisors's BX Position: Q3 2025 in Review

Optimum Investment Advisors held its Blackstone (BX) position steady in Q3 2025 at 2,300 shares worth $393K. The position accounts for 0.16% of the portfolio, ranked #120.

Optimum Investment Advisors first reported a position in BX in Q3 2013 and has held it in 48 quarters since. The position peaked at $2.2M in Q1 2015. 2,209 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Optimum Investment Advisors held 2,300 shares of Blackstone worth $393K as of Q3 2025.
  • Optimum Investment Advisors left its Blackstone share count unchanged in Q3 2025.
  • Blackstone made up 0.16% of Optimum Investment Advisors's portfolio in Q3 2025, its #120 holding.
  • Optimum Investment Advisors first reported a position in Blackstone in Q3 2013 and has held it in 48 quarters since.
  • Optimum Investment Advisors's Blackstone position peaked at $2.2M in Q1 2015.
  • 2,209 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.