Principia Wealth Advisory’s Blackstone BX Stock Holding History

Principia Wealth Advisory’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 Q4	$6.47K	Buy	42 +15	+56%	+$2.28K	﹤0.01%	239
2025 Q3	$4.61K	Buy	27 +4	+17%	+$685	﹤0.01%	280
2025 Q2	$3.44K	Sell	23 -5	-18%	-$687	﹤0.01%	289
2025 Q1	$3.85K	Buy	28 +8	+40%	+$1.3K	﹤0.01%	212
2024 Q4	$3.45K	Buy	+20	New	+$3.48K	﹤0.01%	180

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's BX Position: Q4 2025 in Review

Principia Wealth Advisory increased its Blackstone (BX) stake by 56% in Q4 2025, buying an estimated $2.28K and bringing the position to 42 shares worth $6.47K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Principia Wealth Advisory first reported a position in BX in Q4 2024 and has held it in 5 quarters since. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Principia Wealth Advisory held 42 shares of Blackstone worth $6.47K as of Q4 2025.
Principia Wealth Advisory bought 15 Blackstone shares in Q4 2025, an estimated $2.28K.
Blackstone made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #239 holding.
Principia Wealth Advisory first reported a position in Blackstone in Q4 2024 and has held it in 5 quarters since.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.