1W
BX icon

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
2021
Q3 		– Sell
-14,400
Closed -$1.4M – 118
2021
Q2 		$1.4M Buy
+14,400
New +$1.28M 0.79% 26

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.