Aviso Wealth Management’s Blackstone BX Stock Holding History

Aviso Wealth 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	$640K	Sell	5,569 -272	-5%	-$35.4K	0.29%	76
2025 Q4	$900K	Sell	5,841 -1	-0%	-$152	0.38%	59
2025 Q3	$998K	Sell	5,842 -32	-0.5%	-$5.48K	0.44%	57
2025 Q2	$879K	Buy	5,874 +13	+0.2%	+$1.79K	0.41%	62
2025 Q1	$819K	Sell	5,861 -7	-0.1%	-$1.14K	0.44%	62
2024 Q4	$1.01M	Hold	5,868	–	–	0.52%	51
2024 Q3	$899K	Sell	5,868 -530	-8%	-$73.5K	0.49%	57
2024 Q2	$792K	Hold	6,398	–	–	0.47%	55
2024 Q1	$840K	Hold	6,398	–	–	0.53%	50
2023 Q4	$838K	Buy	+6,398	New	+$692K	0.61%	42

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

Aviso Wealth Management's BX Position: Q1 2026 in Review

Aviso Wealth Management reduced its Blackstone (BX) stake by 4.7% in Q1 2026, selling an estimated $35.4K and leaving 5,569 shares worth $640K. The position accounts for 0.29% of the portfolio, ranked #76.

Aviso Wealth Management first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Aviso Wealth Management held 5,569 shares of Blackstone worth $640K as of Q1 2026.
Aviso Wealth Management sold 272 Blackstone shares in Q1 2026, an estimated $35.4K.
Blackstone made up 0.29% of Aviso Wealth Management's portfolio in Q1 2026, its #76 holding.
Aviso Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Blackstone position peaked at $1.01M in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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