Carr Financial Group’s Blackstone BX Stock Holding History

Carr Financial 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	–	Sell	-1,630	Closed	-$251K	–	180
2025 Q4	$251K	Buy	1,630 +130	+9%	+$19.8K	0.07%	155
2025 Q3	$256K	Buy	+1,500	New	+$257K	0.07%	157

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Carr Financial Group's BX Position: Q1 2026 in Review

Carr Financial Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,630 shares — an estimated $251K sold.

Carr Financial Group first reported a position in BX in Q3 2025 and held it in 2 quarters. The position peaked at $256K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Carr Financial Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Carr Financial Group sold 1,630 Blackstone shares in Q1 2026, an estimated $251K.
Carr Financial Group first reported a position in Blackstone in Q3 2025 and held it in 2 quarters.
Carr Financial Group's Blackstone position peaked at $256K in Q3 2025.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Carr Financial Group's 13F filing for Q1 2026, filed 12 May 2026.