Pettee Investors’s Blackstone BX Stock Holding History

Pettee Investors’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	$255K	Hold	2,034	–	–	0.13%	103
2025 Q4	$314K	Hold	2,034	–	–	0.18%	95
2025 Q3	$348K	Hold	2,034	–	–	0.19%	94
2025 Q2	$304K	Hold	2,034	–	–	0.18%	93
2025 Q1	$284K	Hold	2,034	–	–	0.17%	95
2024 Q4	$351K	Buy	2,034 +28	+1%	+$4.88K	0.18%	100
2024 Q3	$307K	Hold	2,006	–	–	0.15%	103
2024 Q2	$248K	Hold	2,006	–	–	0.12%	109
2024 Q1	$264K	Hold	2,006	–	–	0.11%	110
2023 Q4	$263K	Buy	2,006 +13	+0.7%	+$1.41K	0.12%	112
2023 Q3	$214K	Buy	+1,993	New	+$208K	0.1%	114
2022 Q2	–	Sell	-1,920	Closed	-$244K	–	117
2022 Q1	$244K	Hold	1,920	–	–	0.11%	116
2021 Q4	$248K	Buy	+1,920	New	+$256K	0.1%	120
2021 Q3	–	Sell	-2,265	Closed	-$220K	–	124
2021 Q2	$220K	Buy	+2,265	New	+$201K	0.1%	121

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