Washington Trust Advisors’s Blackstone BX Stock Holding History

Washington Trust Advisors’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	$186K	Buy	1,621 +1,014	+167%	+$132K	0.02%	228
2025 Q4	$93.6K	Buy	607 +67	+12%	+$10.2K	0.01%	291
2025 Q3	$92.3K	Buy	540 +41	+8%	+$7.03K	0.01%	296
2025 Q2	$74.6K	Hold	499	–	–	0.01%	284
2025 Q1	$69.8K	Sell	499 -240	-32%	-$39K	0.01%	287
2024 Q4	$127K	Sell	739 -468	-39%	-$81.5K	0.01%	230
2024 Q3	$185K	Buy	+1,207	New	+$167K	0.02%	207
2023 Q4	–	Sell	-209	Closed	-$22.4K	–	669
2023 Q3	$22.4K	Buy	+209	New	+$21.8K	﹤0.01%	381
2023 Q2	–	Sell	-75	Closed	-$6.59K	–	680
2023 Q1	$6.59K	Hold	75	–	–	﹤0.01%	559
2022 Q4	$5.56K	Sell	75 -635	-89%	-$54.8K	﹤0.01%	587
2022 Q3	$59K	Sell	710 -334	-32%	-$32.3K	0.01%	363
2022 Q2	$95K	Sell	1,044 -660	-39%	-$71.3K	0.01%	298
2022 Q1	$217K	Buy	1,704 +74	+5%	+$9.03K	0.02%	225
2021 Q4	$211K	Buy	+1,630	New	+$217K	0.01%	240

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