Univest Financial’s Blackstone BX Stock Holding History

Univest Financial’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
2026 Q1	$3M	Buy	26,075 +2,190	+9%	+$285K	0.17%	97
2025 Q4	$3.68M	Buy	23,885 +72	+0.3%	+$10.9K	0.2%	88
2025 Q3	$4.07M	Sell	23,813 -5,268	-18%	-$903K	0.23%	78
2025 Q2	$4.35M	Sell	29,081 -6,416	-18%	-$882K	0.26%	71
2025 Q1	$4.96M	Buy	35,497 +4,962	+16%	+$805K	0.32%	61
2024 Q4	$5.26M	Buy	30,535 +1,257	+4%	+$219K	0.33%	59
2024 Q3	$4.48M	Buy	29,278 +24,452	+507%	+$3.39M	0.3%	65
2024 Q2	$597K	Buy	4,826 +1,138	+31%	+$140K	0.17%	61
2024 Q1	$484K	Buy	3,688 +368	+11%	+$46K	0.14%	65
2023 Q4	$435K	Buy	3,320 +95	+3%	+$10.3K	0.13%	74
2023 Q3	$346K	Sell	3,225 -1,319	-29%	-$137K	0.12%	74
2023 Q2	$422K	Buy	4,544 +150	+3%	+$13K	0.13%	69
2023 Q1	$386K	Buy	+4,394	New	+$388K	0.12%	69

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

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