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Stonegate Investment Group’s Blackstone BX Stock Holding History

Stonegate Investment 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
Q3 		$2.99M Sell
17,486
-243
-1% -$41.6K 0.07% 109
2025
Q2 		$2.65M Sell
17,729
-4
-0% -$550 0.07% 117
2025
Q1 		$2.48M Sell
17,733
-634
-3% -$103K 0.07% 106
2024
Q4 		$3.17M Sell
18,367
-1,491
-8% -$260K 0.08% 92
2024
Q3 		$3.04M Sell
19,858
-226
-1% -$31.4K 0.08% 93
2024
Q2 		$2.49M Sell
20,084
-81
-0.4% -$9.97K 0.07% 104
2024
Q1 		$2.65M Buy
20,165
+169
+0.8% +$21.1K 0.08% 101
2023
Q4 		$2.62M Sell
19,996
-1,371
-6% -$148K 0.09% 95
2023
Q3 		$2.29M Sell
21,367
-698
-3% -$72.7K 0.08% 94
2023
Q2 		$2.05M Buy
22,065
+128
+0.6% +$11.1K 0.07% 113
2023
Q1 		$1.93M Buy
21,937
+162
+0.7% +$14.3K 0.07% 113
2022
Q4 		$1.62M Sell
21,775
-713
-3% -$61.6K 0.07% 111
2022
Q3 		$1.88M Buy
22,488
+243
+1% +$23.5K 0.09% 106
2022
Q2 		$2.03M Buy
22,245
+7,261
+48% +$784K 0.09% 107
2022
Q1 		$1.9M Sell
14,984
-6
-0% -$732 0.06% 103
2021
Q4 		$1.94M Buy
+14,990
New +$2M 0.08% 101

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

Stonegate Investment Group's BX Position: Q3 2025 in Review

Stonegate Investment Group reduced its Blackstone (BX) stake by 1.4% in Q3 2025, selling an estimated $41.6K and leaving 17,486 shares worth $2.99M. The position accounts for 0.07% of the portfolio, ranked #109.

Stonegate Investment Group first reported a position in BX in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.17M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Stonegate Investment Group held 17,486 shares of Blackstone worth $2.99M as of Q3 2025.
  • Stonegate Investment Group sold 243 Blackstone shares in Q3 2025, an estimated $41.6K.
  • Blackstone made up 0.07% of Stonegate Investment Group's portfolio in Q3 2025, its #109 holding.
  • Stonegate Investment Group first reported a position in Blackstone in Q4 2021 and has held it in 16 quarters since.
  • Stonegate Investment Group's Blackstone position peaked at $3.17M in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.