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
2024 Q3	–	Sell	-57	Closed	-$46.4K	–	400
2024 Q2	$46.4K	Hold	57	–	–	0.02%	376
2024 Q1	$80.5K	Buy	57 +10	+21%	+$1.25K	0.04%	302
2023 Q4	$74.3K	Buy	47 +3	+7%	+$325	0.04%	307
2023 Q3	$30K	Buy	44 +35	+389%	+$3.65K	0.02%	415
2023 Q2	$4K	Buy	+9	New	+$777	﹤0.01%	721
2022 Q4	$1K	Hold	3	–	–	﹤0.01%	784
2022 Q3	$1K	Sell	3 -4	-57%	-$387	﹤0.01%	782
2022 Q2	$1K	Sell	7 -9	-56%	-$972	﹤0.01%	793
2022 Q1	$4K	Sell	16 -2	-11%	-$244	﹤0.01%	688
2021 Q4	$8K	Buy	+18	New	+$2.4K	﹤0.01%	642

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

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

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

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. 2,116 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.
2,116 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.