WBI Investments’s Blackstone BX Stock Holding History

WBI Investments’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	-5,673	Closed	-$969K	–	320
2025 Q3	$969K	Buy	5,673 +657	+13%	+$113K	0.25%	116
2025 Q2	$750K	Buy	5,016 +3,306	+193%	+$454K	0.19%	159
2025 Q1	$239K	Sell	1,710 -597	-26%	-$96.9K	0.06%	206
2024 Q4	$398K	Sell	2,307 -19,393	-89%	-$3.38M	0.1%	163
2024 Q3	$3.32M	Sell	21,700 -6,344	-23%	-$880K	0.8%	23
2024 Q2	$3.47M	Buy	28,044 +17,703	+171%	+$2.18M	0.84%	28
2024 Q1	$1.36M	Sell	10,341 -6,717	-39%	-$839K	0.28%	91
2023 Q4	$2.23M	Buy	+17,058	New	+$1.85M	0.45%	58
2022 Q2	–	Sell	-8,690	Closed	-$1.09M	–	126
2022 Q1	$1.09M	Buy	+8,690	New	+$1.06M	0.18%	110
2021 Q3	–	Sell	-20,523	Closed	-$1.99M	–	188
2021 Q2	$1.99M	Buy	+20,523	New	+$1.82M	0.31%	77

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

WBI Investments's BX Position: Q4 2025 in Review

WBI Investments sold out of Blackstone (BX) in Q4 2025, closing a stake of 5,673 shares — an estimated $969K sold.

WBI Investments first reported a position in BX in Q2 2021 and held it in 10 quarters. The position peaked at $3.47M in Q2 2024. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

WBI Investments reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
WBI Investments sold 5,673 Blackstone shares in Q4 2025, an estimated $969K.
WBI Investments first reported a position in Blackstone in Q2 2021 and held it in 10 quarters.
WBI Investments's Blackstone position peaked at $3.47M in Q2 2024.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.