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Watts Gwilliam & Co’s Blackstone BX Stock Holding History

Watts Gwilliam & Co’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
Q3 		$632K Hold
3,699
– – 0.1% 121
2025
Q2 		$698K Buy
3,699
+159
+4% +$21.8K 0.11% 112
2025
Q1 		$495K Buy
3,540
+537
+18% +$87.2K 0.11% 128
2024
Q4 		$515K Sell
3,003
-40
-1% -$6.97K 0.11% 122
2024
Q3 		$455K Buy
+3,043
New +$422K 0.1% 129

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Watts Gwilliam & Co's BX Position: Q3 2025 in Review

Watts Gwilliam & Co held its Blackstone (BX) position steady in Q3 2025 at 3,699 shares worth $632K. The position accounts for 0.1% of the portfolio, ranked #121.

Watts Gwilliam & Co first reported a position in BX in Q3 2024 and has held it in 5 quarters since. The position peaked at $698K in Q2 2025. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Watts Gwilliam & Co held 3,699 shares of Blackstone worth $632K as of Q3 2025.
  • Watts Gwilliam & Co left its Blackstone share count unchanged in Q3 2025.
  • Blackstone made up 0.1% of Watts Gwilliam & Co's portfolio in Q3 2025, its #121 holding.
  • Watts Gwilliam & Co first reported a position in Blackstone in Q3 2024 and has held it in 5 quarters since.
  • Watts Gwilliam & Co's Blackstone position peaked at $698K in Q2 2025.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Watts Gwilliam & Co's 13F filing for Q3 2025, filed 21 Nov 2025.