AWM
BX icon

Act Wealth Management’s Blackstone BX Stock Holding History

Act Wealth Management’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 		– Sell
-1,407
Closed -$217K – 63
2025
Q4 		$217K Buy
1,407
+112
+9% +$17K 0.07% 55
2025
Q3 		$221K Buy
+1,295
New +$222K 0.08% 49
2025
Q1 		– Sell
-1,210
Closed -$209K – 53
2024
Q4 		$209K Sell
1,210
-360
-23% -$62.7K 0.1% 40
2024
Q3 		$240K Buy
+1,570
New +$218K 0.11% 37
2024
Q2 		– Sell
-1,550
Closed -$204K – 44
2024
Q1 		$204K Sell
1,550
-530
-25% -$66.2K 0.1% 42
2023
Q4 		$272K Sell
2,080
-1,265
-38% -$137K 0.15% 28
2023
Q3 		$358K Buy
3,345
+83
+3% +$8.64K 0.24% 20
2023
Q2 		$303K Buy
3,262
+44
+1% +$3.8K 0.17% 24
2023
Q1 		$283K Sell
3,218
-205
-6% -$18.1K 0.17% 27
2022
Q4 		$254K Buy
3,423
+131
+4% +$11.3K 0.16% 29
2022
Q3 		$276K Sell
3,292
-14
-0.4% -$1.36K 0.2% 23
2022
Q2 		$302K Buy
3,306
+79
+2% +$8.53K 0.2% 22
2022
Q1 		$410K Buy
3,227
+907
+39% +$111K 0.23% 22
2021
Q4 		$300K Sell
2,320
-155
-6% -$20.7K 0.17% 25
2021
Q3 		$240K Hold
2,475
– – 0.15% 27
2021
Q2 		$240K Sell
2,475
-500
-17% -$44.4K 0.15% 28
2021
Q1 		$222K Sell
2,975
-150
-5% -$10.4K 0.14% 30
2020
Q4 		$203K Buy
+3,125
New +$182K 0.13% 27

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

Act Wealth Management's BX Position: Q1 2026 in Review

Act Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,407 shares — an estimated $217K sold.

Act Wealth Management first reported a position in BX in Q4 2020 and held it in 18 quarters. The position peaked at $410K in Q1 2022. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Act Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Act Wealth Management sold 1,407 Blackstone shares in Q1 2026, an estimated $217K.
  • Act Wealth Management first reported a position in Blackstone in Q4 2020 and held it in 18 quarters.
  • Act Wealth Management's Blackstone position peaked at $410K in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Act Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.