Cerity Partners’s Blackstone BX Stock Holding History

Cerity Partners’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	$57.5K	Buy	+500	New	+$65.1K	﹤0.01%	3098

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

Cerity Partners's BX Position: Q1 2026 in Review

Cerity Partners increased its Blackstone (BX) stake by 43% in Q1 2026, buying an estimated $23.7M and bringing the position to 603,398 shares worth $69.4M. The position accounts for 0.1% of the portfolio, ranked #184.

Cerity Partners first reported a position in BX in Q1 2017 and has held it in 34 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Cerity Partners held 603,398 shares of Blackstone worth $69.4M as of Q1 2026.
Cerity Partners bought 182,118 Blackstone shares in Q1 2026, an estimated $23.7M.
Blackstone made up 0.1% of Cerity Partners's portfolio in Q1 2026, its #184 holding.
Cerity Partners first reported a position in Blackstone in Q1 2017 and has held it in 34 quarters since.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.