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Caerus Investment Advisors’s Blackstone BX Stock Holding History

Caerus Investment 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 		$204K Buy
+1,771
New +$230K 0.08% 247

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

Caerus Investment Advisors's BX Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Blackstone (BX) in Q1 2026: 1,771 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #247 among its holdings.

2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Caerus Investment Advisors held 1,771 shares of Blackstone worth $204K as of Q1 2026.
  • Blackstone was a new Caerus Investment Advisors position in Q1 2026.
  • Blackstone made up 0.08% of Caerus Investment Advisors's portfolio in Q1 2026, its #247 holding.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.