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WFA Asset Management’s Blackstone BX Stock Holding History

WFA Asset 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
-146
Closed -$18K – 199
2025
Q2 		$18K Sell
146
-144
-50% -$19.8K 0.01% 144
2025
Q1 		$38.1K Buy
+290
New +$47.1K 0.02% 118
2024
Q3 		– Sell
-146
Closed -$18K – 200
2024
Q2 		$18K Sell
146
-144
-50% -$17.7K 0.01% 145
2024
Q1 		$38.1K Buy
290
+3
+1% +$375 0.02% 119
2023
Q4 		$37.6K Buy
287
+2
+0.7% +$216 0.02% 106
2023
Q3 		$30.6K Buy
285
+2
+0.7% +$208 0.02% 119
2023
Q2 		$26.3K Buy
283
+3
+1% +$259 0.02% 134
2023
Q1 		$24.6K Sell
280
-283
-50% -$25K 0.02% 134
2022
Q4 		$41.8K Buy
563
+5
+0.9% +$432 0.03% 96
2022
Q3 		$46.7K Buy
558
+7
+1% +$678 0.03% 91
2022
Q2 		$50.2K Buy
551
+8
+1% +$864 0.04% 91
2022
Q1 		$69K Buy
543
+6
+1% +$732 0.05% 85
2021
Q4 		$69.5K Buy
+537
New +$71.6K 0.05% 85

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

WFA Asset Management's BX Position: Q3 2025 in Review

WFA Asset Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 146 shares — an estimated $18K sold.

WFA Asset Management first reported a position in BX in Q4 2021 and held it in 13 quarters. The position peaked at $69.5K in Q4 2021. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • WFA Asset Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • WFA Asset Management sold 146 Blackstone shares in Q3 2025, an estimated $18K.
  • WFA Asset Management first reported a position in Blackstone in Q4 2021 and held it in 13 quarters.
  • WFA Asset Management's Blackstone position peaked at $69.5K in Q4 2021.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.