Clear Creek Financial Management’s Blackstone BX Stock Holding History

Clear Creek Financial Management’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	$574K	Sell	4,991 -1,185	-19%	-$154K	0.04%	359
2025 Q4	$952K	Sell	6,176 -169	-3%	-$25.7K	0.08%	243
2025 Q3	$1.08M	Sell	6,345 -228	-3%	-$39.1K	0.09%	219
2025 Q2	$983K	Buy	6,573 +1,294	+25%	+$178K	0.09%	223
2025 Q1	$738K	Buy	5,279 +278	+6%	+$45.1K	0.08%	244
2024 Q4	$862K	Buy	5,001 +427	+9%	+$74.4K	0.09%	213
2024 Q3	$700K	Sell	4,574 -89	-2%	-$12.3K	0.08%	211
2024 Q2	$577K	Buy	4,663 +262	+6%	+$32.2K	0.07%	232
2024 Q1	$578K	Buy	4,401 +75	+2%	+$9.37K	0.07%	221
2023 Q4	$566K	Buy	4,326 +1,270	+42%	+$137K	0.09%	181
2023 Q3	$327K	Sell	3,056 -48	-2%	-$5K	0.06%	224
2023 Q2	$289K	Buy	3,104 +66	+2%	+$5.7K	0.05%	250
2023 Q1	$267K	Buy	3,038 +251	+9%	+$22.2K	0.05%	240
2022 Q4	$207K	Sell	2,787 -1,016	-27%	-$87.7K	0.05%	269
2022 Q3	$318K	Buy	3,803 +133	+4%	+$12.9K	0.07%	187
2022 Q2	$335K	Buy	3,670 +1,040	+40%	+$112K	0.07%	201
2022 Q1	$334K	Buy	2,630 +329	+14%	+$40.1K	0.05%	234
2021 Q4	$298K	Buy	+2,301	New	+$307K	0.04%	252

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

Clear Creek Financial Management's BX Position: Q1 2026 in Review

Clear Creek Financial Management reduced its Blackstone (BX) stake by 19% in Q1 2026, selling an estimated $154K and leaving 4,991 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #359.

Clear Creek Financial Management first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.08M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Clear Creek Financial Management held 4,991 shares of Blackstone worth $574K as of Q1 2026.
Clear Creek Financial Management sold 1,185 Blackstone shares in Q1 2026, an estimated $154K.
Blackstone made up 0.04% of Clear Creek Financial Management's portfolio in Q1 2026, its #359 holding.
Clear Creek Financial Management first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
Clear Creek Financial Management's Blackstone position peaked at $1.08M in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.