Warther Private Wealth’s Blackstone BX Stock Holding History

Warther Private Wealth’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	-2,902	Closed	-$496K	–	50
2025 Q3	$496K	Sell	2,902 -59	-2%	-$10.1K	0.12%	34
2025 Q2	$443K	Buy	2,961 +1,253	+73%	+$172K	0.12%	42
2025 Q1	$239K	Buy	1,708 +139	+9%	+$22.6K	0.08%	60
2024 Q4	$271K	Buy	1,569 +9	+0.6%	+$1.57K	0.09%	68
2024 Q3	$239K	Buy	+1,560	New	+$216K	0.08%	79
2023 Q3	–	Sell	-2,381	Closed	-$221K	–	63
2023 Q2	$221K	Sell	2,381 -1,156	-33%	-$99.9K	0.15%	58
2023 Q1	$311K	Sell	3,537 -1,674	-32%	-$148K	0.24%	55
2022 Q4	$387K	Sell	5,211 -1,544	-23%	-$133K	0.29%	56
2022 Q3	$565K	Sell	6,755 -9,099	-57%	-$881K	0.45%	49
2022 Q2	$1.47M	Sell	15,854 -2,822	-15%	-$305K	1.08%	28
2022 Q1	$2.39M	Buy	18,676 +125	+0.7%	+$15.2K	1.56%	13
2021 Q4	$2.35M	Buy	18,551 +268	+1%	+$35.7K	1.74%	13
2021 Q3	$2.12M	Buy	18,283 +72	+0.4%	+$8.36K	1.89%	14
2021 Q2	$1.77M	Buy	+18,211	New	+$1.62M	1.72%	14

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

Warther Private Wealth's BX Position: Q4 2025 in Review

Warther Private Wealth sold out of Blackstone (BX) in Q4 2025, closing a stake of 2,902 shares — an estimated $496K sold.

Warther Private Wealth first reported a position in BX in Q2 2021 and held it in 14 quarters. The position peaked at $2.39M in Q1 2022. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Warther Private Wealth reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Warther Private Wealth sold 2,902 Blackstone shares in Q4 2025, an estimated $496K.
Warther Private Wealth first reported a position in Blackstone in Q2 2021 and held it in 14 quarters.
Warther Private Wealth's Blackstone position peaked at $2.39M in Q1 2022.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Warther Private Wealth's 13F filing for Q4 2025, filed 18 Feb 2026.