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WealthTrak Capital Management’s Blackstone BX Stock Holding History

WealthTrak Capital Management’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 		– Sell
-364
Closed -$54.4K – 196
2025
Q2 		$54.4K Sell
364
-1
-0.3% -$137 0.05% 104
2025
Q1 		$51K Buy
365
+10
+3% +$1.62K 0.04% 104
2024
Q4 		$61.2K Buy
+355
New +$61.9K 0.05% 94

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

WealthTrak Capital Management's BX Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 364 shares — an estimated $54.4K sold.

WealthTrak Capital Management first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $61.2K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 364 Blackstone shares in Q3 2025, an estimated $54.4K.
  • WealthTrak Capital Management first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Blackstone position peaked at $61.2K in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.