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Blodgett Wealth Advisors’s Blackstone BX Stock Holding History

Blodgett 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
-1,428
Closed -$220K – 65
2025
Q4 		$220K Buy
1,428
+5
+0.4% +$760 0.15% 60
2025
Q3 		$243K Buy
1,423
+3
+0.2% +$514 0.17% 56
2025
Q2 		$212K Buy
+1,420
New +$195K 0.17% 59
2025
Q1 		– Sell
-1,400
Closed -$241K – 63
2024
Q4 		$241K Buy
1,400
+3
+0.2% +$523 0.19% 55
2024
Q3 		$214K Buy
+1,397
New +$194K 0.18% 56

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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 $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
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 $1.55T AUM 33.47% 1-Year Est. Return

Blodgett Wealth Advisors's BX Position: Q1 2026 in Review

Blodgett Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,428 shares — an estimated $220K sold.

Blodgett Wealth Advisors first reported a position in BX in Q3 2024 and held it in 5 quarters. The position peaked at $243K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Blodgett Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Blodgett Wealth Advisors sold 1,428 Blackstone shares in Q1 2026, an estimated $220K.
  • Blodgett Wealth Advisors first reported a position in Blackstone in Q3 2024 and held it in 5 quarters.
  • Blodgett Wealth Advisors's Blackstone position peaked at $243K in Q3 2025.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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