WIA
BX icon

World Investment Advisors’s Blackstone BX Stock Holding History

World Investment Advisors’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
2026
Q1 		$9.05M Sell
78,693
-1,148
-1% -$149K 0.15% 160
2025
Q4 		$12.3M Sell
79,841
-5,040
-6% -$766K 0.2% 112
2025
Q3 		$14.5M Buy
84,881
+9,563
+13% +$1.64M 0.3% 66
2025
Q2 		$11.3M Buy
75,318
+1,417
+2% +$195K 0.26% 84
2025
Q1 		$10.3M Buy
73,901
+1,078
+1% +$175K 0.27% 84
2024
Q4 		$12.6M Buy
72,823
+3,300
+5% +$575K 0.34% 57
2024
Q3 		$10.6M Buy
69,523
+1,238
+2% +$172K 0.33% 68
2024
Q2 		$8.45M Buy
68,285
+1,324
+2% +$163K 0.53% 43
2024
Q1 		$8.8M Buy
+66,961
New +$8.36M 1.26% 14
2020
Q1 		– Sell
-5,631
Closed -$315K – 145
2019
Q4 		$315K Buy
5,631
+386
+7% +$20K 0.12% 105
2019
Q3 		$256K Buy
+5,245
New +$256K 0.11% 113

Other funds holding BX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return