Advisortrust Partners’s Blackstone BX Stock Holding History

Advisortrust Partners’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	-2,312	Closed	-$356K	–	256
2025 Q4	$356K	Buy	+2,312	New	+$351K	0.16%	100

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisortrust Partners's BX Position: Q1 2026 in Review

Advisortrust Partners sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,312 shares — an estimated $356K sold.

Advisortrust Partners first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $356K in Q4 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Advisortrust Partners reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Advisortrust Partners sold 2,312 Blackstone shares in Q1 2026, an estimated $356K.
Advisortrust Partners first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
Advisortrust Partners's Blackstone position peaked at $356K in Q4 2025.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Advisortrust Partners's 13F filing for Q1 2026, filed 6 May 2026.