Valley Brook Capital Group’s Blackstone BX Stock Holding History

Valley Brook Capital Group’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 Q4	–	Sell	-1,188	Closed	-$203K	–	121
2025 Q3	$203K	Buy	+1,188	New	+$204K	0.14%	119
2021 Q2	–	Sell	-525	Closed	-$39K	–	152
2021 Q1	$39K	Hold	525	–	–	0.04%	240
2020 Q4	$34K	Buy	+525	New	+$30.6K	0.03%	232

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Valley Brook Capital Group's BX Position: Q4 2025 in Review

Valley Brook Capital Group sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,188 shares — an estimated $203K sold.

Valley Brook Capital Group first reported a position in BX in Q4 2020 and held it in 3 quarters. The position peaked at $203K in Q3 2025. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Valley Brook Capital Group reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Valley Brook Capital Group sold 1,188 Blackstone shares in Q4 2025, an estimated $203K.
Valley Brook Capital Group first reported a position in Blackstone in Q4 2020 and held it in 3 quarters.
Valley Brook Capital Group's Blackstone position peaked at $203K in Q3 2025.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Valley Brook Capital Group's 13F filing for Q4 2025, filed 23 Jan 2026.