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All Terrain Financial Advisors’s Blackstone BX Stock Holding History

All Terrain Financial Advisors’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
2019
Q4 		– Sell
-3,000
Closed -$147K – 221
2019
Q3 		$147K Hold
3,000
– – 0.05% 165
2019
Q2 		$133K Hold
3,000
– – 0.05% 165
2019
Q1 		$105K Buy
+3,000
New +$100K 0.04% 189

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

All Terrain Financial Advisors's BX Position: Q1 2026 in Review

All Terrain Financial Advisors increased its Blackstone (BX) stake by 39% in Q1 2026, buying an estimated $105K and bringing the position to 2,869 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #104.

All Terrain Financial Advisors first reported a position in BX in Q1 2019 and has held it in 16 quarters since. The position peaked at $357K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • All Terrain Financial Advisors held 2,869 shares of Blackstone worth $330K as of Q1 2026.
  • All Terrain Financial Advisors bought 804 Blackstone shares in Q1 2026, an estimated $105K.
  • Blackstone made up 0.08% of All Terrain Financial Advisors's portfolio in Q1 2026, its #104 holding.
  • All Terrain Financial Advisors first reported a position in Blackstone in Q1 2019 and has held it in 16 quarters since.
  • All Terrain Financial Advisors's Blackstone position peaked at $357K in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.