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Ritter Daniher Financial Advisory’s Blackstone BX Stock Holding History

Ritter Daniher Financial 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 		– Sell
-597
Closed -$102K – 603
2025
Q3 		$102K Buy
597
+4
+0.7% +$685 0.02% 190
2025
Q2 		$88.8K Buy
593
+4
+0.7% +$550 0.02% 133
2025
Q1 		$82.4K Buy
589
+5
+0.9% +$812 0.02% 122
2024
Q4 		$101K Sell
584
-495
-46% -$86.2K 0.03% 115
2024
Q3 		$165K Buy
1,079
+7
+0.7% +$971 0.05% 90
2024
Q2 		$133K Buy
1,072
+7
+0.7% +$861 0.04% 96
2024
Q1 		$140K Buy
1,065
+8
+0.8% +$999 0.05% 96
2023
Q4 		$138K Sell
1,057
-239
-18% -$25.9K 0.05% 96
2023
Q3 		$139K Buy
1,296
+9
+0.7% +$937 0.06% 85
2023
Q2 		$120K Buy
1,287
+13
+1% +$1.12K 0.05% 93
2023
Q1 		$112K Buy
1,274
+12
+1% +$1.06K 0.05% 96
2022
Q4 		$93.6K Sell
1,262
-607
-32% -$52.4K 0.04% 106
2022
Q3 		$156K Buy
1,869
+1,011
+118% +$97.9K 0.11% 70
2022
Q2 		$78K Buy
858
+258
+43% +$27.9K 0.06% 91
2022
Q1 		$76K Buy
+600
New +$73.2K 0.05% 95

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ritter Daniher Financial Advisory's BX Position: Q4 2025 in Review

Ritter Daniher Financial Advisory sold out of Blackstone (BX) in Q4 2025, closing a stake of 597 shares — an estimated $102K sold.

Ritter Daniher Financial Advisory first reported a position in BX in Q1 2022 and held it in 15 quarters. The position peaked at $165K in Q3 2024. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Ritter Daniher Financial Advisory reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 597 Blackstone shares in Q4 2025, an estimated $102K.
  • Ritter Daniher Financial Advisory first reported a position in Blackstone in Q1 2022 and held it in 15 quarters.
  • Ritter Daniher Financial Advisory's Blackstone position peaked at $165K in Q3 2024.
  • 2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.