WorthPointe’s Blackstone BX Stock Holding History

WorthPointe’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 Q2	–	Sell	-2,801	Closed	-$392K	–	98
2025 Q1	$392K	Sell	2,801 -2	-0.1%	-$325	0.18%	54
2024 Q4	$483K	Sell	2,803 -4	-0.1%	-$697	0.2%	54
2024 Q3	$430K	Buy	+2,807	New	+$389K	0.18%	51

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WorthPointe's BX Position: Q2 2025 in Review

WorthPointe sold out of Blackstone (BX) in Q2 2025, closing a stake of 2,801 shares — an estimated $392K sold.

WorthPointe first reported a position in BX in Q3 2024 and held it in 3 quarters. The position peaked at $483K in Q4 2024. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

WorthPointe reported no remaining Blackstone position as of Q2 2025 after selling out during the quarter.
WorthPointe sold 2,801 Blackstone shares in Q2 2025, an estimated $392K.
WorthPointe first reported a position in Blackstone in Q3 2024 and held it in 3 quarters.
WorthPointe's Blackstone position peaked at $483K in Q4 2024.
2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on WorthPointe's 13F filing for Q2 2025, filed 5 Aug 2025.