Blankinship & Foster’s Blackstone BX Stock Holding History

Blankinship & Foster’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	-1,676	Closed	-$258K	–	76
2025 Q4	$258K	Sell	1,676 -3	-0.2%	-$456	0.06%	66
2025 Q3	$287K	Buy	1,679 +10	+0.6%	+$1.71K	0.06%	61
2025 Q2	$250K	Hold	1,669	–	–	0.06%	67
2025 Q1	$233K	Hold	1,669	–	–	0.06%	63
2024 Q4	$288K	Hold	1,669	–	–	0.07%	56
2024 Q3	$256K	Hold	1,669	–	–	0.06%	59
2024 Q2	$207K	Sell	1,669 -211	-11%	-$26K	0.05%	65
2024 Q1	$247K	Hold	1,880	–	–	0.06%	57
2023 Q4	$246K	Buy	+1,880	New	+$203K	0.07%	55

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

Blankinship & Foster's BX Position: Q1 2026 in Review

Blankinship & Foster sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,676 shares — an estimated $258K sold.

Blankinship & Foster first reported a position in BX in Q4 2023 and held it in 9 quarters. The position peaked at $288K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Blankinship & Foster reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Blankinship & Foster sold 1,676 Blackstone shares in Q1 2026, an estimated $258K.
Blankinship & Foster first reported a position in Blackstone in Q4 2023 and held it in 9 quarters.
Blankinship & Foster's Blackstone position peaked at $288K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Blankinship & Foster's 13F filing for Q1 2026, filed 17 Apr 2026.