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Sierra Summit Advisors’s Blackstone BX Stock Holding History

Sierra Summit Advisors’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
Q2 		– Sell
-78,813
Closed -$11M – 182
2025
Q1 		$11M Buy
78,813
+401
+0.5% +$65.1K 2.39% 10
2024
Q4 		$13.5M Buy
78,412
+5,794
+8% +$1.01M 2.72% 8
2024
Q3 		$11.1M Buy
72,618
+42,189
+139% +$5.85M 2.56% 9
2024
Q2 		$3.77M Buy
+30,429
New +$3.74M 0.93% 34

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sierra Summit Advisors's BX Position: Q2 2025 in Review

Sierra Summit Advisors sold out of Blackstone (BX) in Q2 2025, closing a stake of 78,813 shares — an estimated $11M sold.

Sierra Summit Advisors first reported a position in BX in Q2 2024 and held it in 4 quarters. The position peaked at $13.5M in Q4 2024. 2,121 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Sierra Summit Advisors reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 78,813 Blackstone shares in Q2 2025, an estimated $11M.
  • Sierra Summit Advisors first reported a position in Blackstone in Q2 2024 and held it in 4 quarters.
  • Sierra Summit Advisors's Blackstone position peaked at $13.5M in Q4 2024.
  • 2,121 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Sierra Summit Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.