Peddock Capital Advisors’s Blackstone BX Stock Holding History

Peddock Capital 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	–	Sell	-2,111	Closed	-$325K	–	169
2025 Q4	$325K	Hold	2,111	–	–	0.07%	127
2025 Q3	$361K	Hold	2,111	–	–	0.08%	122
2025 Q2	$316K	Buy	2,111 +76	+4%	+$10.4K	0.07%	130
2025 Q1	$284K	Hold	2,035	–	–	0.07%	136
2024 Q4	$351K	Hold	2,035	–	–	0.08%	124
2024 Q3	$312K	Buy	2,035 +149	+8%	+$20.7K	0.07%	131
2024 Q2	$233K	Buy	1,886 +44	+2%	+$5.41K	0.06%	143
2024 Q1	$242K	Buy	1,842 +41	+2%	+$5.12K	0.06%	144
2023 Q4	$236K	Buy	+1,801	New	+$195K	0.07%	142
2022 Q4	–	Sell	-6,006	Closed	-$503K	–	137
2022 Q3	$503K	Buy	6,006 +396	+7%	+$38.4K	0.21%	106
2022 Q2	$512K	Buy	5,610 +356	+7%	+$38.4K	0.2%	108
2022 Q1	$667K	Buy	+5,254	New	+$641K	0.22%	100
2018 Q2	–	Hold	0	–	–	–	262
2018 Q1	–	Sell	-5,610	Closed	-$191K	–	255
2017 Q4	$180K	Hold	5,610	–	–	0.09%	120
2017 Q3	$187K	Hold	5,610	–	–	0.1%	116
2017 Q2	$187K	Buy	+5,610	New	+$176K	0.1%	118

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