Avalon Capital Management’s Blackstone BX Stock Holding History

Avalon Capital Management’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	-5,320	Closed	-$820K	–	128
2025 Q4	$820K	Hold	5,320	–	–	0.2%	67
2025 Q3	$909K	Hold	5,320	–	–	0.22%	63
2025 Q2	$796K	Hold	5,320	–	–	0.21%	72
2025 Q1	$744K	Hold	5,320	–	–	0.22%	67
2024 Q4	$917K	Hold	5,320	–	–	0.3%	60
2024 Q3	$815K	Hold	5,320	–	–	0.25%	60
2024 Q2	$659K	Hold	5,320	–	–	0.21%	62
2024 Q1	$699K	Hold	5,320	–	–	0.29%	42
2023 Q4	$696K	Buy	5,320 +270	+5%	+$29.2K	0.29%	43
2023 Q3	$541K	Hold	5,050	–	–	0.28%	33
2023 Q2	$469K	Hold	5,050	–	–	0.22%	35
2023 Q1	$444K	Hold	5,050	–	–	0.23%	36
2022 Q4	$375K	Sell	5,050 -2,000	-28%	-$173K	0.19%	40
2022 Q3	$590K	Hold	7,050	–	–	0.28%	30
2022 Q2	$643K	Hold	7,050	–	–	0.26%	33
2022 Q1	$716K	Hold	7,050	–	–	0.27%	35
2021 Q4	$912K	Hold	7,050	–	–	0.4%	30
2021 Q3	$820K	Buy	+7,050	New	+$818K	0.46%	26

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 $3.37T AUM 44.26% 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

Avalon Capital Management's BX Position: Q1 2026 in Review

Avalon Capital Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 5,320 shares — an estimated $820K sold.

Avalon Capital Management first reported a position in BX in Q3 2021 and held it in 18 quarters. The position peaked at $917K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Avalon Capital Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Avalon Capital Management sold 5,320 Blackstone shares in Q1 2026, an estimated $820K.
Avalon Capital Management first reported a position in Blackstone in Q3 2021 and held it in 18 quarters.
Avalon Capital Management's Blackstone position peaked at $917K in Q4 2024.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Avalon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.