Bedell Frazier Investment Counselling’s Blackstone BX Stock Holding History

Bedell Frazier Investment Counselling’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	-1,585	Closed	-$244K	–	131
2025 Q4	$244K	Sell	1,585 -17,237	-92%	-$2.62M	0.05%	123
2025 Q3	$3.22M	Buy	18,822 +17,292	+1,130%	+$2.96M	0.66%	51
2025 Q2	$229K	Buy	1,530 +30	+2%	+$4.12K	0.06%	102
2025 Q1	$210K	Hold	1,500	–	–	0.05%	101
2024 Q4	$259K	Hold	1,500	–	–	0.06%	98
2024 Q3	$230K	Buy	+1,500	New	+$208K	0.05%	94
2024 Q2	–	Sell	-1,575	Closed	-$207K	–	97
2024 Q1	$207K	Buy	+1,575	New	+$197K	0.05%	94

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's BX Position: Q1 2026 in Review

Bedell Frazier Investment Counselling sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,585 shares — an estimated $244K sold.

Bedell Frazier Investment Counselling first reported a position in BX in Q1 2024 and held it in 7 quarters. The position peaked at $3.22M in Q3 2025. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Bedell Frazier Investment Counselling reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 1,585 Blackstone shares in Q1 2026, an estimated $244K.
Bedell Frazier Investment Counselling first reported a position in Blackstone in Q1 2024 and held it in 7 quarters.
Bedell Frazier Investment Counselling's Blackstone position peaked at $3.22M in Q3 2025.
2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.