Transform Wealth’s Blackstone BX Stock Holding History

Transform 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	$4.16M	Sell	29,741 -1,786	-6%	-$290K	0.25%	80
2024 Q4	$5.44M	Buy	31,527 +11,972	+61%	+$2.09M	0.3%	75
2024 Q3	$2.99M	Sell	19,555 -691	-3%	-$95.9K	0.2%	86
2024 Q2	$2.51M	Sell	20,246 -174	-0.9%	-$21.4K	0.19%	87
2024 Q1	$2.68M	Sell	20,420 -14,148	-41%	-$1.77M	0.25%	86
2023 Q4	$4.53M	Sell	34,568 -1,075	-3%	-$116K	0.44%	75
2023 Q3	$3.82M	Sell	35,643 -35,243	-50%	-$3.67M	0.4%	78
2023 Q2	$6.59M	Sell	70,886 -558	-0.8%	-$48.2K	0.59%	58
2023 Q1	$6.28M	Buy	71,444 +35,542	+99%	+$3.14M	0.59%	61
2022 Q4	$2.66M	Buy	+35,902	New	+$3.1M	0.3%	86

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Transform Wealth's BX Position: Q1 2025 in Review

Transform Wealth reduced its Blackstone (BX) stake by 5.7% in Q1 2025, selling an estimated $290K and leaving 29,741 shares worth $4.16M. The position accounts for 0.25% of the portfolio, ranked #80.

Transform Wealth first reported a position in BX in Q4 2022 and has held it in 10 quarters since. The position peaked at $6.59M in Q2 2023. 2,088 funds tracked by Wall St. Rank hold BX as of Q1 2025.

Transform Wealth held 29,741 shares of Blackstone worth $4.16M as of Q1 2025.
Transform Wealth sold 1,786 Blackstone shares in Q1 2025, an estimated $290K.
Blackstone made up 0.25% of Transform Wealth's portfolio in Q1 2025, its #80 holding.
Transform Wealth first reported a position in Blackstone in Q4 2022 and has held it in 10 quarters since.
Transform Wealth's Blackstone position peaked at $6.59M in Q2 2023.
2,088 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.