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Cohen Investment Advisors’s Blackstone BX Stock Holding History

Cohen Investment 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 		$3.56M Buy
30,959
+751
+2% +$97.7K 1.69% 27
2025
Q4 		$4.66M Buy
30,208
+494
+2% +$75.1K 2.14% 15
2025
Q3 		$5.08M Buy
29,714
+622
+2% +$107K 2.46% 11
2025
Q2 		$4.35M Buy
29,092
+1,072
+4% +$147K 2.27% 14
2025
Q1 		$3.92M Buy
28,020
+337
+1% +$54.7K 2.27% 13
2024
Q4 		$4.77M Buy
27,683
+16
+0.1% +$2.79K 2.88% 8
2024
Q3 		$4.24M Buy
27,667
+1,221
+5% +$169K 2.59% 8
2024
Q2 		$2.83M Sell
26,446
-332
-1% -$40.9K 2.28% 11
2024
Q1 		$3.52M Buy
26,778
+825
+3% +$103K 2.28% 11
2023
Q4 		$3.4M Sell
25,953
-493
-2% -$53.3K 2.5% 9
2023
Q3 		$2.83M Sell
26,446
-674
-2% -$70.2K 2.28% 11
2023
Q2 		$2.52M Buy
27,120
+916
+3% +$79.1K 2.03% 17
2023
Q1 		$2.3M Sell
26,204
-109
-0.4% -$9.63K 1.82% 23
2022
Q4 		$1.95M Buy
26,313
+378
+1% +$32.6K 1.63% 29
2022
Q3 		$2.17M Buy
25,935
+285
+1% +$27.6K 1.99% 21
2022
Q2 		$2.34M Buy
25,650
+28
+0.1% +$3.02K 2% 20
2022
Q1 		$3.25M Sell
25,622
-34
-0.1% -$4.15K 2.42% 8
2021
Q4 		$3.32M Sell
25,656
-368
-1% -$49.1K 2.37% 10
2021
Q3 		$3.03M Sell
26,024
-11,318
-30% -$1.31M 2.32% 10
2021
Q2 		$3.63M Sell
37,342
-234
-0.6% -$20.8K 2.82% 5
2021
Q1 		$2.82M Sell
37,576
-188
-0.5% -$13K 2.29% 13
2020
Q4 		$2.45M Buy
+37,764
New +$2.2M 2.21% 16

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

Cohen Investment Advisors's BX Position: Q1 2026 in Review

Cohen Investment Advisors increased its Blackstone (BX) stake by 2.5% in Q1 2026, buying an estimated $97.7K and bringing the position to 30,959 shares worth $3.56M. The position accounts for 1.69% of the portfolio, ranked #27.

Cohen Investment Advisors first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.08M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Cohen Investment Advisors held 30,959 shares of Blackstone worth $3.56M as of Q1 2026.
  • Cohen Investment Advisors bought 751 Blackstone shares in Q1 2026, an estimated $97.7K.
  • Blackstone made up 1.69% of Cohen Investment Advisors's portfolio in Q1 2026, its #27 holding.
  • Cohen Investment Advisors first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Cohen Investment Advisors's Blackstone position peaked at $5.08M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cohen Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.