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Atlantic Private Wealth’s Blackstone BX Stock Holding History

Atlantic Private Wealth’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 		$80.5K Sell
700
-50
-7% -$6.5K 0.05% 101
2025
Q4 		$116K Hold
750
– – 0.07% 77
2025
Q3 		$128K Hold
750
– – 0.08% 67
2025
Q2 		$112K Hold
750
– – 0.08% 71
2025
Q1 		$105K Hold
750
– – 0.08% 76
2024
Q4 		$129K Hold
750
– – 0.1% 56
2024
Q3 		$115K Buy
+750
New +$104K 0.09% 57

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

Atlantic Private Wealth's BX Position: Q1 2026 in Review

Atlantic Private Wealth reduced its Blackstone (BX) stake by 6.7% in Q1 2026, selling an estimated $6.5K and leaving 700 shares worth $80.5K. The position accounts for 0.05% of the portfolio, ranked #101.

Atlantic Private Wealth first reported a position in BX in Q3 2024 and has held it in 7 quarters since. The position peaked at $129K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Atlantic Private Wealth held 700 shares of Blackstone worth $80.5K as of Q1 2026.
  • Atlantic Private Wealth sold 50 Blackstone shares in Q1 2026, an estimated $6.5K.
  • Blackstone made up 0.05% of Atlantic Private Wealth's portfolio in Q1 2026, its #101 holding.
  • Atlantic Private Wealth first reported a position in Blackstone in Q3 2024 and has held it in 7 quarters since.
  • Atlantic Private Wealth's Blackstone position peaked at $129K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.