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Tyler-Stone Wealth Management’s Blackstone BX Stock Holding History

Tyler-Stone 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
Q2 		$7.24M Sell
48,420
-762
-2% -$105K 1.17% 18
2025
Q1 		$6.87M Sell
49,182
-1,470
-3% -$239K 1.23% 17
2024
Q4 		$8.73M Sell
50,652
-479
-0.9% -$83.5K 1.55% 14
2024
Q3 		$7.83M Buy
51,131
+24,831
+94% +$3.44M 1.48% 14
2024
Q2 		$3.26M Sell
26,300
-235
-0.9% -$28.9K 1.34% 14
2024
Q1 		$3.49M Sell
26,535
-369
-1% -$46.1K 1.54% 11
2023
Q4 		$3.52M Buy
26,904
+14
+0.1% +$1.51K 1.76% 9
2023
Q3 		$2.88M Sell
26,890
-293
-1% -$30.5K 1.64% 11
2023
Q2 		$2.53M Buy
+27,183
New +$2.35M 1.43% 13
2022
Q4 		$2.03M Buy
27,341
+158
+0.6% +$13.6K 1.38% 13
2022
Q3 		$2.27M Buy
27,183
+35
+0.1% +$3.39K 1.73% 9
2022
Q2 		$2.48M Buy
27,148
+510
+2% +$55.1K 1.65% 10
2022
Q1 		$3.38M Buy
26,638
+496
+2% +$60.5K 1.86% 8
2021
Q4 		$3.38M Buy
+26,142
New +$3.49M 1.79% 8

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

Tyler-Stone Wealth Management's BX Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Blackstone (BX) stake by 1.5% in Q2 2025, selling an estimated $105K and leaving 48,420 shares worth $7.24M. The position accounts for 1.17% of the portfolio, ranked #18.

Tyler-Stone Wealth Management first reported a position in BX in Q4 2021 and has held it in 14 quarters since. The position peaked at $8.73M in Q4 2024. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Tyler-Stone Wealth Management held 48,420 shares of Blackstone worth $7.24M as of Q2 2025.
  • Tyler-Stone Wealth Management sold 762 Blackstone shares in Q2 2025, an estimated $105K.
  • Blackstone made up 1.17% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #18 holding.
  • Tyler-Stone Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 14 quarters since.
  • Tyler-Stone Wealth Management's Blackstone position peaked at $8.73M in Q4 2024.
  • 2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.