Sageworth Trust’s Blackstone BX Stock Holding History

Sageworth Trust’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	-2,078	Closed	-$355K	–	160
2025 Q3	$355K	Buy	+2,078	New	+$356K	0.02%	196
2023 Q1	–	Sell	-9	Closed	-$1K	–	498
2022 Q4	$1K	Buy	+9	New	+$777	﹤0.01%	396

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sageworth Trust's BX Position: Q4 2025 in Review

Sageworth Trust sold out of Blackstone (BX) in Q4 2025, closing a stake of 2,078 shares — an estimated $355K sold.

Sageworth Trust first reported a position in BX in Q4 2022 and held it in 2 quarters. The position peaked at $355K in Q3 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Sageworth Trust reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 2,078 Blackstone shares in Q4 2025, an estimated $355K.
Sageworth Trust first reported a position in Blackstone in Q4 2022 and held it in 2 quarters.
Sageworth Trust's Blackstone position peaked at $355K in Q3 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.