Alta Advisers’s Blackstone BX Stock Holding History

Alta Advisers’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	$346K	Hold	3,006	–	–	0.13%	120
2025 Q4	$463K	Sell	3,006 -600	-17%	-$91.2K	0.17%	94
2025 Q3	$616K	Hold	3,606	–	–	0.19%	90
2025 Q2	$539K	Hold	3,606	–	–	0.19%	98
2025 Q1	$504K	Buy	3,606 +1,200	+50%	+$195K	0.21%	95
2024 Q4	$415K	Buy	2,406 +506	+27%	+$88.2K	0.26%	78
2024 Q3	$291K	Hold	1,900	–	–	0.13%	97
2024 Q2	$235K	Hold	1,900	–	–	0.11%	105
2024 Q1	$250K	Hold	1,900	–	–	0.12%	105
2023 Q4	$249K	Hold	1,900	–	–	0.13%	99
2023 Q3	$204K	Hold	1,900	–	–	0.12%	106
2023 Q2	$177K	Hold	1,900	–	–	0.1%	123
2023 Q1	$167K	Hold	1,900	–	–	0.1%	125
2022 Q4	$141K	Hold	1,900	–	–	0.08%	145
2022 Q3	$159K	Buy	+1,900	New	+$184K	0.1%	110

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alta Advisers's BX Position: Q1 2026 in Review

Alta Advisers held its Blackstone (BX) position steady in Q1 2026 at 3,006 shares worth $346K. The position accounts for 0.13% of the portfolio, ranked #120.

Alta Advisers first reported a position in BX in Q3 2022 and has held it in 15 quarters since. The position peaked at $616K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Alta Advisers held 3,006 shares of Blackstone worth $346K as of Q1 2026.
Alta Advisers left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.13% of Alta Advisers's portfolio in Q1 2026, its #120 holding.
Alta Advisers first reported a position in Blackstone in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Blackstone position peaked at $616K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.