BX BLACKSTONE INC

Ownership history in Avory & Company, LLC  ·  14 quarters on record

AI Ownership Summary

Avory & Company, LLC reported BLACKSTONE INC (BX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.74% in 2023 Q4. The latest visible filing shows BX at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avory & Company, LLC's position in BLACKSTONE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BX was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avory & Company, LLC held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,560 -174 -6.4% 0.25% $395K 2026-02-14 (Est.) $129.86
2025 Q3 ADDED 2,734 +1 +0.0% 0.28% $467K 2025-10-31 $143.68
2025 Q2 ADDED 2,733 +90 +3.4% 0.25% $409K 2025-07-31 $168.44
2025 Q1 REDUCED 2,643 -820 -23.7% 0.24% $369K 2025-04-24 $130.12
2024 Q4 REDUCED 3,463 -430 -11.0% 0.33% $597K 2025-02-06 $167.38
2024 Q3 REDUCED 3,893 -514 -11.7% 0.36% $596K 2024-11-07 $169.05
2024 Q2 ADDED 4,407 +7 +0.2% 0.38% $546K 2024-08-01 $130.72
2024 Q1 REDUCED 4,400 -3,681 -45.6% 0.39% $578K 2024-05-03 $111.91
2023 Q4 REDUCED 8,081 -569 -6.6% 0.74% $1.1M 2024-02-05 $114.23
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Avory & Company, LLC and BX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avory & Company, LLC reported owning BX?

Avory & Company, LLC reported BX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BX position in Avory & Company, LLC's portfolio?

The largest reported portfolio weight for BX was 0.74% in 2023 Q4.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q4, when Avory & Company, LLC reported 2,560 shares, equal to 0.25% of portfolio, with an estimated market value of $395K.

What does the chart on this BX ownership page compare?

The chart compares Avory & Company, LLC's quarterly BX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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