Steel Grove Capital Advisors’s Blackstone BX Stock Holding History

Steel Grove Capital 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 Q4	–	Sell	-76,550	Closed	-$11.5M	–	207
2025 Q3	$11.5M	Hold	76,550	–	–	1.36%	10
2025 Q2	$11.5M	Buy	+76,550	New	+$10.5M	1.36%	10
2018 Q3	–	Sell	-18,633	Closed	-$599K	–	313
2018 Q2	$599K	Sell	18,633 -1,458	-7%	-$46.4K	0.1%	171
2018 Q1	$642K	Buy	20,091 +160	+0.8%	+$5.46K	0.1%	183
2017 Q4	$638K	Sell	19,931 -4,915	-20%	-$160K	0.1%	174
2017 Q3	$829K	Buy	+24,846	New	+$818K	0.15%	128

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 $3.37T AUM 44.26% 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

Norges Bank Oslo, Norway $1T AUM

Steel Grove Capital Advisors's BX Position: Q4 2025 in Review

Steel Grove Capital Advisors sold out of Blackstone (BX) in Q4 2025, closing a stake of 76,550 shares — an estimated $11.5M sold.

Steel Grove Capital Advisors first reported a position in BX in Q3 2017 and held it in 6 quarters. The position peaked at $11.5M in Q3 2025. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Steel Grove Capital Advisors reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Steel Grove Capital Advisors sold 76,550 Blackstone shares in Q4 2025, an estimated $11.5M.
Steel Grove Capital Advisors first reported a position in Blackstone in Q3 2017 and held it in 6 quarters.
Steel Grove Capital Advisors's Blackstone position peaked at $11.5M in Q3 2025.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Steel Grove Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.