Vaughan David Investments’s Blackstone BX Stock Holding History

Vaughan David Investments’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	$963K	Sell	8,373 -575	-6%	-$74.8K	0.02%	149
2025 Q4	$1.38M	Hold	8,948	–	–	0.03%	137
2025 Q3	$1.53M	Buy	8,948 +1,204	+16%	+$206K	0.03%	129
2025 Q2	$1.16M	Buy	7,744 +5,615	+264%	+$772K	0.03%	134
2025 Q1	$298K	Hold	2,129	–	–	0.01%	183
2024 Q4	$367K	Sell	2,129 -25	-1%	-$4.36K	0.01%	173
2024 Q3	$330K	Hold	2,154	–	–	0.01%	178
2024 Q2	$267K	Sell	2,154 -1,573	-42%	-$194K	0.01%	185
2024 Q1	$490K	Buy	3,727 +1,473	+65%	+$184K	0.01%	162
2023 Q4	$295K	Sell	2,254 -871	-28%	-$94.2K	0.01%	175
2023 Q3	$335K	Sell	3,125 -200	-6%	-$20.8K	0.01%	165
2023 Q2	$309K	Hold	3,325	–	–	0.01%	172
2023 Q1	$292K	Hold	3,325	–	–	0.01%	173
2022 Q4	$247K	Sell	3,325 -592	-15%	-$51.1K	0.01%	185
2022 Q3	$328K	Buy	3,917 +17	+0.4%	+$1.65K	0.01%	158
2022 Q2	$356K	Hold	3,900	–	–	0.01%	156
2022 Q1	$495K	Hold	3,900	–	–	0.01%	148
2021 Q4	$505K	Buy	3,900 +1,700	+77%	+$227K	0.01%	149
2021 Q3	$256K	Hold	2,200	–	–	0.01%	176
2021 Q2	$214K	Buy	+2,200	New	+$195K	0.01%	193

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