Rappaport Reiches Capital Management’s Blackstone BX Stock Holding History

Rappaport Reiches Capital Management’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 Q1	$489K	Buy	3,495 +361	+12%	+$58.6K	0.12%	61
2024 Q4	$540K	Buy	3,134 +2	+0.1%	+$348	0.14%	55
2024 Q3	$480K	Buy	3,132 +4	+0.1%	+$555	0.13%	61
2024 Q2	$387K	Sell	3,128 -9,799	-76%	-$1.21M	0.11%	68
2024 Q1	$1.7M	Buy	12,927 +9,800	+313%	+$1.22M	0.53%	27
2023 Q4	$409K	Buy	3,127 +16	+0.5%	+$1.73K	0.15%	55
2023 Q3	$333K	Hold	3,111	–	–	0.14%	55
2023 Q2	$289K	Hold	3,111	–	–	0.12%	61
2023 Q1	$273K	Hold	3,111	–	–	0.12%	65
2022 Q4	$231K	Sell	3,111 -2,499	-45%	-$216K	0.11%	66
2022 Q3	$470K	Sell	5,610 -154	-3%	-$14.9K	0.24%	43
2022 Q2	$526K	Buy	5,764 +5	+0.1%	+$540	0.26%	42
2022 Q1	$731K	Buy	5,759 +2,656	+86%	+$324K	0.39%	33
2021 Q4	$401K	Hold	3,103	–	–	0.35%	39
2021 Q3	$361K	Hold	3,103	–	–	0.36%	36
2021 Q2	$301K	Buy	+3,103	New	+$276K	0.32%	42

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Rappaport Reiches Capital Management's BX Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Blackstone (BX) stake by 12% in Q1 2025, buying an estimated $58.6K and bringing the position to 3,495 shares worth $489K. The position accounts for 0.12% of the portfolio, ranked #61.

Rappaport Reiches Capital Management first reported a position in BX in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.7M in Q1 2024. 2,088 funds tracked by Wall St. Rank hold BX as of Q1 2025.

Rappaport Reiches Capital Management held 3,495 shares of Blackstone worth $489K as of Q1 2025.
Rappaport Reiches Capital Management bought 361 Blackstone shares in Q1 2025, an estimated $58.6K.
Blackstone made up 0.12% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #61 holding.
Rappaport Reiches Capital Management first reported a position in Blackstone in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's Blackstone position peaked at $1.7M in Q1 2024.
2,088 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.