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Ascent Wealth Partners’s Blackstone BX Stock Holding History

Ascent Wealth 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
-37,010
Closed -$5.7M – 190
2025
Q4 		$5.7M Sell
37,010
-14,687
-28% -$2.23M 0.66% 50
2025
Q3 		$8.83M Buy
+51,697
New +$8.86M 1.02% 29

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

Ascent Wealth Partners's BX Position: Q1 2026 in Review

Ascent Wealth Partners sold out of Blackstone (BX) in Q1 2026, closing a stake of 37,010 shares — an estimated $5.7M sold.

Ascent Wealth Partners first reported a position in BX in Q3 2025 and held it in 2 quarters. The position peaked at $8.83M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Ascent Wealth Partners reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Ascent Wealth Partners sold 37,010 Blackstone shares in Q1 2026, an estimated $5.7M.
  • Ascent Wealth Partners first reported a position in Blackstone in Q3 2025 and held it in 2 quarters.
  • Ascent Wealth Partners's Blackstone position peaked at $8.83M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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