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Beacon Harbor Wealth Advisors’s Blackstone BX Stock Holding History

Beacon Harbor Wealth 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
-24,751
Closed -$3.82M – 71
2025
Q4 		$3.82M Buy
+24,751
New +$3.76M 0.85% 44
2021
Q1 		– Sell
-58,999
Closed -$3.82M – 68
2020
Q4 		$3.82M Buy
+58,999
New +$3.44M 1.56% 24

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
VPM
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 $1.37T AUM 24.88% 1-Year Est. Return

Beacon Harbor Wealth Advisors's BX Position: Q1 2026 in Review

Beacon Harbor Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 24,751 shares — an estimated $3.82M sold.

Beacon Harbor Wealth Advisors first reported a position in BX in Q4 2020 and held it in 2 quarters. The position peaked at $3.82M in Q4 2020. 2,134 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Beacon Harbor Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 24,751 Blackstone shares in Q1 2026, an estimated $3.82M.
  • Beacon Harbor Wealth Advisors first reported a position in Blackstone in Q4 2020 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Blackstone position peaked at $3.82M in Q4 2020.
  • 2,134 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.