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SageView Advisory Group’s Blackstone BX Stock Holding History

SageView Advisory Group’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 		$635K Sell
4,117
-3,790
-48% -$576K 0.02% 321
2025
Q3 		$1.35M Buy
7,907
+815
+11% +$140K 0.05% 228
2025
Q2 		$1.25M Buy
7,092
+3,190
+82% +$438K 0.05% 210
2025
Q1 		$545K Sell
3,902
-348
-8% -$56.5K 0.02% 332
2024
Q4 		$733K Buy
4,250
+178
+4% +$31K 0.03% 268
2024
Q3 		$623K Sell
4,072
-692
-15% -$96K 0.03% 262
2024
Q2 		$590K Buy
4,764
+290
+6% +$35.7K 0.03% 309
2024
Q1 		$588K Sell
4,474
-1,482
-25% -$185K 0.03% 292
2023
Q4 		$758K Sell
5,956
-9,992
-63% -$1.08M 0.03% 312
2023
Q3 		$1.71M Buy
15,948
+46
+0.3% +$4.79K 0.1% 125
2023
Q2 		$1.48M Buy
15,902
+4,152
+35% +$359K 0.08% 160
2023
Q1 		$1.03M Buy
11,750
+3,079
+36% +$272K 0.07% 201
2022
Q4 		$643K Buy
+8,671
New +$749K 0.05% 209

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

SageView Advisory Group's BX Position: Q4 2025 in Review

SageView Advisory Group reduced its Blackstone (BX) stake by 48% in Q4 2025, selling an estimated $576K and leaving 4,117 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #321.

SageView Advisory Group first reported a position in BX in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.71M in Q3 2023. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • SageView Advisory Group held 4,117 shares of Blackstone worth $635K as of Q4 2025.
  • SageView Advisory Group sold 3,790 Blackstone shares in Q4 2025, an estimated $576K.
  • Blackstone made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #321 holding.
  • SageView Advisory Group first reported a position in Blackstone in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Blackstone position peaked at $1.71M in Q3 2023.
  • 2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.