WESPAC Advisors SoCal’s Blackstone BX Stock Holding History

WESPAC Advisors SoCal’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	-7,383	Closed	-$1.26M	–	112
2025 Q3	$1.26M	Sell	7,383 -409	-5%	-$70.1K	0.26%	67
2025 Q2	$1.17M	Buy	7,792 +2,010	+35%	+$276K	0.26%	67
2025 Q1	$808K	Buy	+5,782	New	+$939K	0.21%	65
2019 Q2	–	Sell	-288	Closed	-$10K	–	114
2019 Q1	$10K	Sell	288 -225	-44%	-$7.51K	0.01%	230
2018 Q4	$15K	Buy	513 +213	+71%	+$7.04K	0.01%	204
2018 Q3	$11K	Buy	+300	New	+$10.8K	0.01%	228
2017 Q1	–	Sell	-500	Closed	-$13.5K	–	251
2016 Q4	$13.5K	Hold	500	–	–	0.01%	171
2016 Q3	$12.8K	Hold	500	–	–	0.01%	178
2016 Q2	$12.3K	Hold	500	–	–	0.01%	190
2016 Q1	$14K	Hold	500	–	–	0.01%	179
2015 Q4	$14K	Buy	+500	New	+$15.9K	0.01%	175

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

WESPAC Advisors SoCal's BX Position: Q4 2025 in Review

WESPAC Advisors SoCal sold out of Blackstone (BX) in Q4 2025, closing a stake of 7,383 shares — an estimated $1.26M sold.

WESPAC Advisors SoCal first reported a position in BX in Q4 2015 and held it in 11 quarters. The position peaked at $1.26M in Q3 2025. 2,290 funds tracked by Wall St. Rank hold BX as of Q4 2025.

WESPAC Advisors SoCal reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors SoCal sold 7,383 Blackstone shares in Q4 2025, an estimated $1.26M.
WESPAC Advisors SoCal first reported a position in Blackstone in Q4 2015 and held it in 11 quarters.
WESPAC Advisors SoCal's Blackstone position peaked at $1.26M in Q3 2025.
2,290 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2025, filed 7 Jan 2026.