Wealth Architects’s Blackstone BX Stock Holding History

Wealth Architects’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	-1,703	Closed	-$291K	–	242
2025 Q3	$291K	Buy	1,703 +16	+0.9%	+$2.74K	0.03%	182
2025 Q2	$252K	Buy	1,687 +80	+5%	+$11K	0.03%	189
2025 Q1	$225K	Buy	1,607 +23	+1%	+$3.73K	0.02%	210
2024 Q4	$273K	Buy	1,584 +20	+1%	+$3.48K	0.03%	176
2024 Q3	$239K	Buy	+1,564	New	+$217K	0.03%	189
2024 Q2	–	Sell	-1,528	Closed	-$201K	–	214
2024 Q1	$201K	Hold	1,528	–	–	0.03%	200
2023 Q4	$200K	Buy	+1,528	New	+$165K	0.03%	194

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Architects's BX Position: Q4 2025 in Review

Wealth Architects sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,703 shares — an estimated $291K sold.

Wealth Architects first reported a position in BX in Q4 2023 and held it in 7 quarters. The position peaked at $291K in Q3 2025. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Wealth Architects reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Wealth Architects sold 1,703 Blackstone shares in Q4 2025, an estimated $291K.
Wealth Architects first reported a position in Blackstone in Q4 2023 and held it in 7 quarters.
Wealth Architects's Blackstone position peaked at $291K in Q3 2025.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Wealth Architects's 13F filing for Q4 2025, filed 17 Feb 2026.