Wealth Dimensions Group’s Blackstone BX Stock Holding History

Wealth Dimensions Group’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	-1,195	Closed	-$204K	–	172
2025 Q3	$204K	Buy	+1,195	New	+$205K	0.04%	172
2025 Q1	–	Sell	-1,347	Closed	-$232K	–	162
2024 Q4	$232K	Sell	1,347 -137	-9%	-$23.9K	0.06%	137
2024 Q3	$227K	Buy	+1,484	New	+$206K	0.06%	136
2022 Q1	–	Sell	-1,778	Closed	-$230K	–	132
2021 Q4	$230K	Buy	1,778 +1	+0.1%	+$133	0.11%	120
2021 Q3	$207K	Buy	+1,777	New	+$206K	0.13%	121

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

Wealth Dimensions Group's BX Position: Q4 2025 in Review

Wealth Dimensions Group sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,195 shares — an estimated $204K sold.

Wealth Dimensions Group first reported a position in BX in Q3 2021 and held it in 5 quarters. The position peaked at $232K in Q4 2024. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Wealth Dimensions Group reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Wealth Dimensions Group sold 1,195 Blackstone shares in Q4 2025, an estimated $204K.
Wealth Dimensions Group first reported a position in Blackstone in Q3 2021 and held it in 5 quarters.
Wealth Dimensions Group's Blackstone position peaked at $232K in Q4 2024.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

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