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Atlas Legacy Advisors’s Blackstone BX Stock Holding History

Atlas Legacy Advisors’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
-2,272
Closed -$350K – 200
2025
Q4 		$350K Buy
2,272
+99
+5% +$15K 0.06% 158
2025
Q3 		$371K Buy
2,173
+753
+53% +$129K 0.07% 145
2025
Q2 		$212K Sell
1,420
-1,033
-42% -$142K 0.05% 171
2025
Q1 		$343K Sell
2,453
-598
-20% -$97.1K 0.09% 135
2024
Q4 		$526K Buy
+3,051
New +$532K 0.13% 101

Other funds holding BX

BlackRock
BlackRock New York $5.7T 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 $1.47T 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