Callan Family Office’s Blackstone BX Stock Holding History

Callan Family Office’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	$5.52M	Sell	48,038 -19,766	-29%	-$2.57M	0.13%	177
2025 Q4	$10.5M	Buy	67,804 +16,369	+32%	+$2.49M	0.22%	87
2025 Q3	$8.79M	Sell	51,435 -1,737	-3%	-$298K	0.28%	71
2025 Q2	$7.95M	Buy	53,172 +14,240	+37%	+$1.96M	0.25%	84
2025 Q1	$5.44M	Buy	38,932 +28,573	+276%	+$4.64M	0.41%	53
2024 Q4	$1.79M	Buy	10,359 +8,078	+354%	+$1.41M	0.11%	168
2024 Q3	$349K	Sell	2,281 -136	-6%	-$18.9K	0.06%	130
2024 Q2	$299K	Buy	+2,417	New	+$297K	0.06%	119
2024 Q1	–	Sell	-2,018	Closed	-$264K	–	91
2023 Q4	$264K	Buy	2,018 +46	+2%	+$4.98K	0.07%	85
2023 Q3	$211K	Sell	1,972 -240	-11%	-$25K	0.06%	83
2023 Q2	$206K	Buy	+2,212	New	+$191K	0.05%	107

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

Callan Family Office's BX Position: Q1 2026 in Review

Callan Family Office reduced its Blackstone (BX) stake by 29% in Q1 2026, selling an estimated $2.57M and leaving 48,038 shares worth $5.52M. The position accounts for 0.13% of the portfolio, ranked #177.

Callan Family Office first reported a position in BX in Q2 2023 and has held it in 11 quarters since. The position peaked at $10.5M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Callan Family Office held 48,038 shares of Blackstone worth $5.52M as of Q1 2026.
Callan Family Office sold 19,766 Blackstone shares in Q1 2026, an estimated $2.57M.
Blackstone made up 0.13% of Callan Family Office's portfolio in Q1 2026, its #177 holding.
Callan Family Office first reported a position in Blackstone in Q2 2023 and has held it in 11 quarters since.
Callan Family Office's Blackstone position peaked at $10.5M in Q4 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.