West Wealth Group’s Blackstone BX Stock Holding History

West Wealth 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 Q3	–	Sell	-1,196	Closed	-$203K	–	124
2025 Q2	$203K	Buy	+1,196	New	+$164K	0.05%	110
2025 Q1	–	Sell	-1,301	Closed	-$224K	–	97
2024 Q4	$224K	Buy	+1,301	New	+$227K	0.07%	86

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

West Wealth Group's BX Position: Q3 2025 in Review

West Wealth Group sold out of Blackstone (BX) in Q3 2025, closing a stake of 1,196 shares — an estimated $203K sold.

West Wealth Group first reported a position in BX in Q4 2024 and held it in 2 quarters. The position peaked at $224K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

West Wealth Group reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
West Wealth Group sold 1,196 Blackstone shares in Q3 2025, an estimated $203K.
West Wealth Group first reported a position in Blackstone in Q4 2024 and held it in 2 quarters.
West Wealth Group's Blackstone position peaked at $224K in Q4 2024.
2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on West Wealth Group's 13F filing for Q3 2025, filed 27 Oct 2025.