CA
BX icon

Claro Advisors’s Blackstone BX Stock Holding History

Claro 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 		$363K Sell
3,154
-156
-5% -$20.3K 0.04% 320
2025
Q4 		$510K Buy
3,310
+20
+0.6% +$3.04K 0.07% 215
2025
Q3 		$562K Buy
3,290
+301
+10% +$51.6K 0.08% 206
2025
Q2 		$447K Sell
2,989
-2,699
-47% -$371K 0.07% 220
2025
Q1 		$795K Sell
5,688
-310
-5% -$50.3K 0.11% 175
2024
Q4 		$1.03M Sell
5,998
-97
-2% -$16.9K 0.14% 134
2024
Q3 		$933K Buy
6,095
+291
+5% +$40.4K 0.12% 164
2024
Q2 		$719K Sell
5,804
-71
-1% -$8.74K 0.11% 185
2024
Q1 		$772K Buy
5,875
+459
+8% +$57.3K 0.13% 174
2023
Q4 		$709K Sell
5,416
-143
-3% -$15.5K 0.15% 156
2023
Q3 		$596K Buy
5,559
+23
+0.4% +$2.4K 0.15% 167
2023
Q2 		$515K Buy
5,536
+1,082
+24% +$93.5K 0.13% 191
2023
Q1 		$391K Sell
4,454
-5,166
-54% -$456K 0.11% 213
2022
Q4 		$714K Sell
9,620
-1,906
-17% -$165K 0.23% 105
2022
Q3 		$1.05M Hold
11,526
– – 0.42% 55
2022
Q2 		$1.05M Buy
11,526
+884
+8% +$95.5K 0.42% 55
2022
Q1 		$1.38M Hold
10,642
– – 0.5% 44
2021
Q4 		$1.38M Sell
10,642
-157
-1% -$20.9K 0.5% 44
2021
Q3 		$1.26M Sell
10,799
-379
-3% -$44K 0.53% 45
2021
Q2 		$1.09M Buy
11,178
+256
+2% +$22.7K 0.49% 48
2021
Q1 		$814K Buy
10,922
+524
+5% +$36.2K 0.41% 63
2020
Q4 		$674K Buy
10,398
+109
+1% +$6.35K 0.36% 78
2020
Q3 		$537K Buy
10,289
+939
+10% +$50.3K 0.34% 86
2020
Q2 		$530K Buy
9,350
+337
+4% +$17.7K 0.36% 79
2020
Q1 		$411K Buy
9,013
+274
+3% +$15.2K 0.38% 81
2019
Q4 		$489K Buy
8,739
+76
+0.9% +$3.94K 0.38% 78
2019
Q3 		$423K Sell
8,663
-1,312
-13% -$64K 0.38% 80
2019
Q2 		$443K Buy
9,975
+114
+1% +$4.55K 0.41% 71
2019
Q1 		$345K Buy
9,861
+204
+2% +$6.81K 0.34% 92
2018
Q4 		$368K Buy
+9,657
New +$319K 0.29% 80

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

Claro Advisors's BX Position: Q1 2026 in Review

Claro Advisors reduced its Blackstone (BX) stake by 4.7% in Q1 2026, selling an estimated $20.3K and leaving 3,154 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #320.

Claro Advisors first reported a position in BX in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.38M in Q1 2022. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Claro Advisors held 3,154 shares of Blackstone worth $363K as of Q1 2026.
  • Claro Advisors sold 156 Blackstone shares in Q1 2026, an estimated $20.3K.
  • Blackstone made up 0.04% of Claro Advisors's portfolio in Q1 2026, its #320 holding.
  • Claro Advisors first reported a position in Blackstone in Q4 2018 and has held it in 30 quarters since.
  • Claro Advisors's Blackstone position peaked at $1.38M in Q1 2022.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.