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1776 Wealth’s Blackstone BX Stock Holding History

1776 Wealth’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 		$4.51M Buy
39,186
+3,054
+8% +$397K 1.77% 14
2025
Q4 		$5.57M Buy
36,132
+2,492
+7% +$379K 2.1% 11
2025
Q3 		$5.75M Buy
33,640
+707
+2% +$121K 2.22% 10
2025
Q2 		$4.93M Buy
32,933
+5,980
+22% +$822K 2.03% 10
2025
Q1 		$3.77M Buy
26,953
+972
+4% +$158K 1.73% 11
2024
Q4 		$4.48M Buy
25,981
+2,484
+11% +$433K 2.06% 10
2024
Q3 		$3.6M Hold
23,497
– – 1.61% 11
2024
Q2 		$2.91M Sell
23,497
-400
-2% -$49.2K 1.31% 15
2024
Q1 		$3.14M Buy
23,897
+200
+0.8% +$25K 1.49% 13
2023
Q4 		$3.1M Buy
23,697
+900
+4% +$97.4K 1.54% 11
2023
Q3 		$2.44M Hold
22,797
– – 1.29% 17
2023
Q2 		$2.12M Buy
22,797
+200
+0.9% +$17.3K 1.12% 18
2023
Q1 		$1.98M Buy
22,597
+397
+2% +$35.1K 1.19% 18
2022
Q4 		$1.65M Sell
22,200
-1,000
-4% -$86.4K 1.18% 17
2022
Q3 		$1.94M Buy
23,200
+2,650
+13% +$257K 1.47% 15
2022
Q2 		$1.88M Buy
20,550
+1,260
+7% +$136K 1.32% 17
2022
Q1 		$2.45M Buy
19,290
+3,040
+19% +$371K 1.41% 15
2021
Q4 		$2.1M Buy
16,250
+1,450
+10% +$193K 1.13% 20
2021
Q3 		$1.66M Buy
14,800
+13,900
+1,544% +$1.61M 0.95% 24
2021
Q2 		$87K Sell
900
-14,400
-94% -$1.28M 0.05% 116
2021
Q1 		$1.07M Sell
15,300
-200
-1% -$13.8K 0.68% 30
2020
Q4 		$1M Buy
15,500
+2,100
+16% +$122K 0.63% 30
2020
Q3 		$699K Sell
13,400
-400
-3% -$21.4K 0.51% 32
2020
Q2 		$781K Sell
13,800
-1,500
-10% -$78.9K 0.54% 31
2020
Q1 		$747K Buy
15,300
+10,400
+212% +$575K 0.32% 50
2019
Q4 		$274K Buy
+4,900
New +$254K 0.23% 75

Other funds holding BX

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

1776 Wealth's BX Position: Q1 2026 in Review

1776 Wealth increased its Blackstone (BX) stake by 8.5% in Q1 2026, buying an estimated $397K and bringing the position to 39,186 shares worth $4.51M. The position accounts for 1.77% of the portfolio, ranked #14.

1776 Wealth first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.75M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • 1776 Wealth held 39,186 shares of Blackstone worth $4.51M as of Q1 2026.
  • 1776 Wealth bought 3,054 Blackstone shares in Q1 2026, an estimated $397K.
  • Blackstone made up 1.77% of 1776 Wealth's portfolio in Q1 2026, its #14 holding.
  • 1776 Wealth first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
  • 1776 Wealth's Blackstone position peaked at $5.75M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on 1776 Wealth's 13F filing for Q1 2026, filed 8 May 2026.