Patrick M. Sweeney & Associates’s Blackstone BX Stock Holding History

Patrick M. Sweeney & Associates’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	$1.47M	Buy	12,745 +26	+0.2%	+$3.38K	0.94%	20
2025 Q4	$1.96M	Sell	12,719 -178	-1%	-$27K	1.23%	18
2025 Q3	$2.2M	Buy	12,897 +41	+0.3%	+$7.03K	1.42%	16
2025 Q2	$1.99M	Sell	12,856 -754	-6%	-$104K	1.37%	17
2025 Q1	$1.9M	Sell	13,610 -130	-0.9%	-$21.1K	1.42%	16
2024 Q4	$2.37M	Sell	13,740 -25	-0.2%	-$4.36K	1.77%	11
2024 Q3	$2.11M	Sell	13,765 -75	-0.5%	-$10.4K	1.55%	13
2024 Q2	$1.71M	Buy	13,840 +80	+0.6%	+$9.84K	1.39%	16
2024 Q1	$1.81M	Buy	13,760 +120	+0.9%	+$15K	1.49%	15
2023 Q4	$1.79M	Buy	+13,640	New	+$1.48M	1.63%	10

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