Taylor & Morgan Wealth Management’s Blackstone BX Stock Holding History

Taylor & Morgan Wealth Management’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	-1,268	Closed	-$217K	–	81
2025 Q3	$217K	Buy	+1,268	New	+$217K	0.13%	72
2025 Q1	–	Sell	-1,442	Closed	-$249K	–	68
2024 Q4	$249K	Hold	1,442	–	–	0.17%	59
2024 Q3	$221K	Buy	+1,442	New	+$200K	0.15%	64

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

Taylor & Morgan Wealth Management's BX Position: Q4 2025 in Review

Taylor & Morgan Wealth Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,268 shares — an estimated $217K sold.

Taylor & Morgan Wealth Management first reported a position in BX in Q3 2024 and held it in 3 quarters. The position peaked at $249K in Q4 2024. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Taylor & Morgan Wealth Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 1,268 Blackstone shares in Q4 2025, an estimated $217K.
Taylor & Morgan Wealth Management first reported a position in Blackstone in Q3 2024 and held it in 3 quarters.
Taylor & Morgan Wealth Management's Blackstone position peaked at $249K in Q4 2024.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Taylor & Morgan Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.