BX β€” BLACKSTONE INC

Ownership history in NovaPoint Capital, LLC  Β·  1 quarter on record

AI Ownership Summary

NovaPoint Capital, LLC reported BLACKSTONE INC (BX) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows BX at 0.06% 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.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NovaPoint Capital, 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 Q3

BX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q3

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 NovaPoint Capital, LLC held BX β€” position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 1,435 β€” β€” 0.06% $245K 2025-10-17 $153.15

🏒 Other funds also holding BX

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.83% Adelphi Trust Co 0.45% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About NovaPoint Capital, 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 NovaPoint Capital, LLC reported owning BX?

NovaPoint Capital, LLC reported BX across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported BX position in NovaPoint Capital, LLC's portfolio?

The largest reported portfolio weight for BX was 0.06% in 2025 Q3.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q3, when NovaPoint Capital, LLC reported 1,435 shares, equal to 0.06% of portfolio, with an estimated market value of $245K.

What does the chart on this BX ownership page compare?

The chart compares NovaPoint Capital, 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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