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Sage Investment Counsel’s Blackstone BX Stock Holding History

Sage Investment Counsel’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
-1,214
Closed -$207K – 126
2025
Q3 		$207K Buy
+1,214
New +$208K 0.23% 107
2025
Q1 		– Sell
-1,251
Closed -$216K – 121
2024
Q4 		$216K Buy
+1,251
New +$218K 0.28% 98

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 $1.66T AUM 25.57% 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 $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sage Investment Counsel's BX Position: Q4 2025 in Review

Sage Investment Counsel sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,214 shares — an estimated $207K sold.

Sage Investment Counsel first reported a position in BX in Q4 2024 and held it in 2 quarters. The position peaked at $216K in Q4 2024. 2,284 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • Sage Investment Counsel reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 1,214 Blackstone shares in Q4 2025, an estimated $207K.
  • Sage Investment Counsel first reported a position in Blackstone in Q4 2024 and held it in 2 quarters.
  • Sage Investment Counsel's Blackstone position peaked at $216K in Q4 2024.
  • 2,284 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Sage Investment Counsel's 13F filing for Q4 2025, filed 23 Jan 2026.