Ameliora Wealth Management’s Blackstone BX Stock Holding History

Ameliora 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	-3,909	Closed	-$603K	–	235
2025 Q4	$603K	Buy	3,909 +222	+6%	+$33.7K	0.18%	60
2025 Q3	$630K	Buy	3,687 +377	+11%	+$64.6K	0.21%	60
2025 Q2	$495K	Sell	3,310 -1,876	-36%	-$258K	0.18%	67
2025 Q1	$725K	Buy	5,186 +226	+5%	+$36.7K	0.27%	48
2024 Q4	$855K	Hold	4,960	–	–	0.32%	46
2024 Q3	$760K	Buy	4,960 +100	+2%	+$13.9K	0.32%	42
2024 Q2	$602K	Sell	4,860 -150	-3%	-$18.5K	0.27%	52
2024 Q1	$658K	Hold	5,010	–	–	0.3%	52
2023 Q4	$656K	Buy	5,010 +4,660	+1,331%	+$504K	0.33%	50
2023 Q3	$37.5K	Hold	350	–	–	0.02%	134
2023 Q2	$32.5K	Hold	350	–	–	0.02%	138
2023 Q1	$30.7K	Hold	350	–	–	0.02%	153
2022 Q4	$26K	Hold	350	–	–	0.01%	178
2022 Q3	$29K	Buy	+350	New	+$33.9K	0.02%	164

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

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

Ameliora Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 3,909 shares — an estimated $603K sold.

Ameliora Wealth Management first reported a position in BX in Q3 2022 and held it in 14 quarters. The position peaked at $855K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Ameliora Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Ameliora Wealth Management sold 3,909 Blackstone shares in Q1 2026, an estimated $603K.
Ameliora Wealth Management first reported a position in Blackstone in Q3 2022 and held it in 14 quarters.
Ameliora Wealth Management's Blackstone position peaked at $855K in Q4 2024.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Ameliora Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.