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Trajan Wealth’s Blackstone BX Stock Holding History

Trajan Wealth’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
Q1 		– Sell
-4,088
Closed -$705K – 156
2024
Q4 		$705K Sell
4,088
-180
-4% -$31.4K 0.04% 117
2024
Q3 		$654K Sell
4,268
-48
-1% -$6.66K 0.04% 117
2024
Q2 		$534K Sell
4,316
-326
-7% -$40.1K 0.03% 126
2024
Q1 		$610K Buy
+4,642
New +$580K 0.04% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Trajan Wealth's BX Position: Q1 2025 in Review

Trajan Wealth sold out of Blackstone (BX) in Q1 2025, closing a stake of 4,088 shares — an estimated $705K sold.

Trajan Wealth first reported a position in BX in Q1 2024 and held it in 4 quarters. The position peaked at $705K in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Trajan Wealth reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Trajan Wealth sold 4,088 Blackstone shares in Q1 2025, an estimated $705K.
  • Trajan Wealth first reported a position in Blackstone in Q1 2024 and held it in 4 quarters.
  • Trajan Wealth's Blackstone position peaked at $705K in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.