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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 – 198
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Atlas Legacy Advisors's BX Position: Q1 2026 in Review

Atlas Legacy Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,272 shares — an estimated $350K sold.

Atlas Legacy Advisors first reported a position in BX in Q4 2024 and held it in 5 quarters. The position peaked at $526K in Q4 2024. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Atlas Legacy Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Atlas Legacy Advisors sold 2,272 Blackstone shares in Q1 2026, an estimated $350K.
  • Atlas Legacy Advisors first reported a position in Blackstone in Q4 2024 and held it in 5 quarters.
  • Atlas Legacy Advisors's Blackstone position peaked at $526K in Q4 2024.
  • 2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Atlas Legacy Advisors's 13F filing for Q1 2026, filed 11 May 2026.