Sierra Ocean’s Blackstone BX Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-44	Closed	-$6.58K	–	182
2025 Q2	$6.58K	Buy	44 +21	+91%	+$2.88K	﹤0.01%	540
2025 Q1	$3.21K	Sell	23 -84	-79%	-$13.6K	﹤0.01%	680
2024 Q4	$18.4K	Buy	+107	New	+$18.6K	0.02%	303

Other funds holding BX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sierra Ocean's BX Position: Q3 2025 in Review

Sierra Ocean sold out of Blackstone (BX) in Q3 2025, closing a stake of 44 shares — an estimated $6.58K sold.

Sierra Ocean first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $18.4K in Q4 2024. 2,217 funds tracked by Wall St. Rank hold BX as of Q3 2025.

Sierra Ocean reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 44 Blackstone shares in Q3 2025, an estimated $6.58K.
Sierra Ocean first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Blackstone position peaked at $18.4K in Q4 2024.
2,217 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.