Cladis Investment Advisory’s Blackstone BX Stock Holding History

Cladis Investment Advisory’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	$862K	Buy	7,500 +500	+7%	+$65.1K	0.47%	69
2025 Q4	$1.08M	Hold	7,000	–	–	0.59%	55
2025 Q3	$1.2M	Hold	7,000	–	–	0.68%	49
2025 Q2	$1.05M	Buy	7,000 +5,000	+250%	+$687K	0.66%	49
2025 Q1	$280K	Sell	2,000 -5,000	-71%	-$812K	0.2%	107
2024 Q4	$1.21M	Hold	7,000	–	–	0.86%	38
2024 Q3	$1.07M	Hold	7,000	–	–	0.74%	45
2024 Q2	$867K	Hold	7,000	–	–	0.63%	51
2024 Q1	$920K	Hold	7,000	–	–	0.67%	45
2023 Q4	$916K	Sell	7,000 -55	-0.8%	-$5.95K	0.72%	44
2023 Q3	$756K	Buy	7,055 +55	+0.8%	+$5.73K	0.66%	52
2023 Q2	$651K	Sell	7,000 -100	-1%	-$8.64K	0.57%	59
2023 Q1	$624K	Sell	7,100 -500	-7%	-$44.2K	0.56%	62
2022 Q4	$564K	Buy	7,600 +1,000	+15%	+$86.4K	0.56%	59
2022 Q3	$552K	Hold	6,600	–	–	0.6%	57
2022 Q2	$602K	Buy	+6,600	New	+$713K	0.6%	57
2022 Q1	–	Sell	-5,100	Closed	-$660K	–	152
2021 Q4	$660K	Buy	+5,100	New	+$680K	0.53%	59

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

Cladis Investment Advisory's BX Position: Q1 2026 in Review

Cladis Investment Advisory increased its Blackstone (BX) stake by 7.1% in Q1 2026, buying an estimated $65.1K and bringing the position to 7,500 shares worth $862K. The position accounts for 0.47% of the portfolio, ranked #69.

Cladis Investment Advisory first reported a position in BX in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Cladis Investment Advisory held 7,500 shares of Blackstone worth $862K as of Q1 2026.
Cladis Investment Advisory bought 500 Blackstone shares in Q1 2026, an estimated $65.1K.
Blackstone made up 0.47% of Cladis Investment Advisory's portfolio in Q1 2026, its #69 holding.
Cladis Investment Advisory first reported a position in Blackstone in Q4 2021 and has held it in 17 quarters since.
Cladis Investment Advisory's Blackstone position peaked at $1.21M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cladis Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.