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Beta Wealth Group’s Blackstone BX Stock Holding History

Beta Wealth Group’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 		$909K Sell
7,907
-299
-4% -$38.9K 0.38% 48
2025
Q4 		$1.26M Sell
8,206
-580
-7% -$88.1K 0.51% 44
2025
Q3 		$1.5M Sell
8,786
-26,044
-75% -$4.46M 0.59% 40
2025
Q2 		$5.21M Sell
34,830
-7,573
-18% -$1.04M 1.91% 17
2025
Q1 		$5.93M Buy
42,403
+1,255
+3% +$204K 2.13% 13
2024
Q4 		$7.09M Sell
41,148
-2,889
-7% -$503K 3.14% 9
2024
Q3 		$6.74M Sell
44,037
-4,229
-9% -$587K 3.04% 9
2024
Q2 		$5.98M Buy
48,266
+2,780
+6% +$342K 2.83% 10
2024
Q1 		$5.98M Sell
45,486
-5,565
-11% -$695K 2.91% 11
2023
Q4 		$6.68M Sell
51,051
-7,495
-13% -$811K 3.5% 8
2023
Q3 		$6.27M Sell
58,546
-5,624
-9% -$586K 3.71% 7
2023
Q2 		$5.97M Buy
64,170
+64
+0.1% +$5.53K 3.45% 7
2023
Q1 		$5.63M Buy
64,106
+1,683
+3% +$149K 3.22% 9
2022
Q4 		$4.63M Buy
62,423
+7,393
+13% +$638K 3.11% 9
2022
Q3 		$4.61M Buy
55,030
+5,384
+11% +$521K 3.32% 9
2022
Q2 		$4.53M Sell
49,646
-2,751
-5% -$297K 3.04% 10
2022
Q1 		$6.65M Sell
52,397
-5,009
-9% -$611K 4.45% 5
2021
Q4 		$6.68M Hold
57,406
– – 4.82% 6
2021
Q3 		$6.68M Sell
57,406
-17,950
-24% -$2.08M 4.82% 6
2021
Q2 		$7.32M Buy
75,356
+906
+1% +$80.5K 5.1% 5
2021
Q1 		$5.55M Buy
74,450
+2,706
+4% +$187K 4.03% 7
2020
Q4 		$4.65M Buy
+71,744
New +$4.18M 3.99% 11

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beta Wealth Group's BX Position: Q1 2026 in Review

Beta Wealth Group reduced its Blackstone (BX) stake by 3.6% in Q1 2026, selling an estimated $38.9K and leaving 7,907 shares worth $909K. The position accounts for 0.38% of the portfolio, ranked #48.

Beta Wealth Group first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.32M in Q2 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Beta Wealth Group held 7,907 shares of Blackstone worth $909K as of Q1 2026.
  • Beta Wealth Group sold 299 Blackstone shares in Q1 2026, an estimated $38.9K.
  • Blackstone made up 0.38% of Beta Wealth Group's portfolio in Q1 2026, its #48 holding.
  • Beta Wealth Group first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Beta Wealth Group's Blackstone position peaked at $7.32M in Q2 2021.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.