Watershed Private Wealth’s Blackstone BX Stock Holding History

Watershed 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	-1,251	Closed	-$214K	–	116
2025 Q3	$214K	Buy	+1,251	New	+$214K	0.07%	112
2025 Q1	–	Sell	-1,251	Closed	-$216K	–	112
2024 Q4	$216K	Sell	1,251 -550	-31%	-$95.8K	0.08%	110
2024 Q3	$276K	Buy	1,801 +106	+6%	+$14.7K	0.11%	93
2024 Q2	$210K	Buy	1,695 +15	+0.9%	+$1.85K	0.09%	111
2024 Q1	$221K	Hold	1,680	–	–	0.1%	113
2023 Q4	$220K	Buy	+1,680	New	+$182K	0.12%	102

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

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

Watershed Private Wealth sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,251 shares — an estimated $214K sold.

Watershed Private Wealth first reported a position in BX in Q4 2023 and held it in 6 quarters. The position peaked at $276K in Q3 2024. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Watershed Private Wealth reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Watershed Private Wealth sold 1,251 Blackstone shares in Q4 2025, an estimated $214K.
Watershed Private Wealth first reported a position in Blackstone in Q4 2023 and held it in 6 quarters.
Watershed Private Wealth's Blackstone position peaked at $276K in Q3 2024.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Watershed Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.