Worth Asset Management’s Blackstone BX Stock Holding History

Worth 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 Q4	–	Sell	-7,204	Closed	-$1.23M	–	162
2025 Q3	$1.23M	Buy	+7,204	New	+$1.23M	0.55%	33
2023 Q3	–	Sell	-200	Closed	-$18.6K	–	131
2023 Q2	$18.6K	Hold	200	–	–	0.01%	249
2023 Q1	$17.6K	Hold	200	–	–	0.01%	273
2022 Q4	$14.8K	Hold	200	–	–	0.01%	275
2022 Q3	$17K	Sell	200 -363	-64%	-$35.2K	0.01%	230
2022 Q2	$51K	Sell	563 -215	-28%	-$23.2K	0.03%	193
2022 Q1	$77K	Buy	+778	New	+$94.9K	0.05%	156

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

Worth Asset Management's BX Position: Q4 2025 in Review

Worth Asset Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 7,204 shares — an estimated $1.23M sold.

Worth Asset Management first reported a position in BX in Q1 2022 and held it in 7 quarters. The position peaked at $1.23M in Q3 2025. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Worth Asset Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Worth Asset Management sold 7,204 Blackstone shares in Q4 2025, an estimated $1.23M.
Worth Asset Management first reported a position in Blackstone in Q1 2022 and held it in 7 quarters.
Worth Asset Management's Blackstone position peaked at $1.23M in Q3 2025.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Worth Asset Management's 13F filing for Q4 2025, filed 14 Jan 2026.