Virtus ETF Advisers’s Blackstone BX Stock Holding History

Virtus ETF Advisers’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	-750	Closed	-$128K	–	502
2025 Q3	$128K	Buy	+750	New	+$128K	0.07%	275
2024 Q2	–	Sell	-6,366	Closed	-$836K	–	456
2024 Q1	$836K	Buy	+6,366	New	+$795K	0.44%	70
2022 Q4	–	Sell	-6,942	Closed	-$581K	–	451
2022 Q3	$581K	Buy	6,942 +260	+4%	+$25.2K	0.23%	186
2022 Q2	$610K	Buy	+6,682	New	+$722K	0.23%	187

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

Virtus ETF Advisers's BX Position: Q4 2025 in Review

Virtus ETF Advisers sold out of Blackstone (BX) in Q4 2025, closing a stake of 750 shares — an estimated $128K sold.

Virtus ETF Advisers first reported a position in BX in Q2 2022 and held it in 4 quarters. The position peaked at $836K in Q1 2024. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Virtus ETF Advisers reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Virtus ETF Advisers sold 750 Blackstone shares in Q4 2025, an estimated $128K.
Virtus ETF Advisers first reported a position in Blackstone in Q2 2022 and held it in 4 quarters.
Virtus ETF Advisers's Blackstone position peaked at $836K in Q1 2024.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Virtus ETF Advisers's 13F filing for Q4 2025, filed 13 Feb 2026.