Avalon Trust’s Blackstone BX Stock Holding History

Avalon Trust’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	$345K	Buy	2,999 +301	+11%	+$39.2K	0.02%	116
2025 Q4	$416K	Sell	2,698 -608	-18%	-$92.4K	0.03%	103
2025 Q3	$565K	Buy	3,306 +2,673	+422%	+$458K	0.04%	92
2025 Q2	$94.7K	Hold	633	–	–	0.01%	201
2025 Q1	$88.5K	Hold	633	–	–	0.01%	195
2024 Q4	$109K	Hold	633	–	–	0.01%	159
2024 Q3	$96.9K	Hold	633	–	–	0.01%	168
2024 Q2	$78.4K	Hold	633	–	–	0.01%	178
2024 Q1	$83.2K	Hold	633	–	–	0.01%	185
2023 Q4	$82.9K	Hold	633	–	–	0.01%	176
2023 Q3	$67.8K	Hold	633	–	–	0.01%	172
2023 Q2	$58.9K	Hold	633	–	–	0.01%	194
2023 Q1	$55.6K	Buy	+633	New	+$55.9K	0.01%	193

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avalon Trust's BX Position: Q1 2026 in Review

Avalon Trust increased its Blackstone (BX) stake by 11% in Q1 2026, buying an estimated $39.2K and bringing the position to 2,999 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #116.

Avalon Trust first reported a position in BX in Q1 2023 and has held it in 13 quarters since. The position peaked at $565K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Avalon Trust held 2,999 shares of Blackstone worth $345K as of Q1 2026.
Avalon Trust bought 301 Blackstone shares in Q1 2026, an estimated $39.2K.
Blackstone made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #116 holding.
Avalon Trust first reported a position in Blackstone in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Blackstone position peaked at $565K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.