Aries Wealth Management’s Blackstone BX Stock Holding History

Aries 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	-1,333	Closed	-$205K	–	236
2025 Q4	$205K	Hold	1,333	–	–	0.05%	223
2025 Q3	$228K	Buy	+1,333	New	+$228K	0.05%	215
2025 Q1	–	Sell	-1,333	Closed	-$230K	–	227
2024 Q4	$230K	Hold	1,333	–	–	0.06%	200
2024 Q3	$204K	Buy	+1,333	New	+$185K	0.06%	218
2022 Q1	–	Sell	-2,000	Closed	-$259K	–	91
2021 Q4	$259K	Hold	2,000	–	–	0.1%	155
2021 Q3	$233K	Sell	2,000 -200	-9%	-$23.2K	0.1%	160
2021 Q2	$214K	Buy	+2,200	New	+$195K	0.09%	167

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

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

Aries Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,333 shares — an estimated $205K sold.

Aries Wealth Management first reported a position in BX in Q2 2021 and held it in 7 quarters. The position peaked at $259K in Q4 2021. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Aries Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Aries Wealth Management sold 1,333 Blackstone shares in Q1 2026, an estimated $205K.
Aries Wealth Management first reported a position in Blackstone in Q2 2021 and held it in 7 quarters.
Aries Wealth Management's Blackstone position peaked at $259K in Q4 2021.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Aries Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.