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Concurrent Investment Advisors’s Blackstone BX Stock Holding History

Concurrent 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 		$13.9M Buy
120,926
+8,426
+7% +$1.1M 0.15% 145
2025
Q4 		$17.3M Buy
112,500
+67,191
+148% +$10.2M 0.2% 110
2025
Q3 		$7.74M Sell
45,309
-1,081
-2% -$185K 0.13% 162
2025
Q2 		$6.94M Buy
46,390
+4,396
+10% +$604K 0.13% 164
2025
Q1 		$5.87M Buy
41,994
+15,886
+61% +$2.58M 0.14% 155
2024
Q4 		$4.5M Sell
26,108
-7,976
-23% -$1.39M 0.12% 174
2024
Q3 		$5.22M Buy
34,084
+1,459
+4% +$202K 0.15% 142
2024
Q2 		$4.04M Buy
32,625
+140
+0.4% +$17.2K 0.13% 157
2024
Q1 		$4.27M Buy
32,485
+3,751
+13% +$468K 0.17% 134
2023
Q4 		$3.76M Buy
+28,734
New +$3.11M 0.18% 138

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

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

Concurrent Investment Advisors increased its Blackstone (BX) stake by 7.5% in Q1 2026, buying an estimated $1.1M and bringing the position to 120,926 shares worth $13.9M. The position accounts for 0.15% of the portfolio, ranked #145.

Concurrent Investment Advisors first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.3M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Concurrent Investment Advisors held 120,926 shares of Blackstone worth $13.9M as of Q1 2026.
  • Concurrent Investment Advisors bought 8,426 Blackstone shares in Q1 2026, an estimated $1.1M.
  • Blackstone made up 0.15% of Concurrent Investment Advisors's portfolio in Q1 2026, its #145 holding.
  • Concurrent Investment Advisors first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Blackstone position peaked at $17.3M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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