Asset Advisory Group’s Blackstone BX Stock Holding History

Asset Advisory Group’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	-3,575	Closed	-$551K	–	117
2025 Q4	$551K	Buy	+3,575	New	+$543K	0.28%	61

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 $3.38T AUM 44.17% 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

Asset Advisory Group's BX Position: Q1 2026 in Review

Asset Advisory Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 3,575 shares — an estimated $551K sold.

Asset Advisory Group first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $551K in Q4 2025. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Asset Advisory Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Asset Advisory Group sold 3,575 Blackstone shares in Q1 2026, an estimated $551K.
Asset Advisory Group first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
Asset Advisory Group's Blackstone position peaked at $551K in Q4 2025.
2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Asset Advisory Group's 13F filing for Q1 2026, filed 16 Apr 2026.