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Valley Forge Investment Consultants’s Blackstone BX Stock Holding History

Valley Forge Investment Consultants’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 		– Sell
-1,004
Closed -$173K – 86
2024
Q4 		$173K Buy
+1,004
New +$175K 0.06% 72

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Valley Forge Investment Consultants's BX Position: Q1 2025 in Review

Valley Forge Investment Consultants sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,004 shares — an estimated $173K sold.

Valley Forge Investment Consultants first reported a position in BX in Q4 2024 and held it in 1 quarter. The position peaked at $173K in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Valley Forge Investment Consultants reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Valley Forge Investment Consultants sold 1,004 Blackstone shares in Q1 2025, an estimated $173K.
  • Valley Forge Investment Consultants first reported a position in Blackstone in Q4 2024 and held it in 1 quarter.
  • Valley Forge Investment Consultants's Blackstone position peaked at $173K in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2025, filed 8 May 2025.