Continuum Advisory’s Blackstone BX Stock Holding History

Continuum 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	$734K	Buy	6,383 +704	+12%	+$91.6K	0.07%	228
2025 Q4	$875K	Buy	5,679 +942	+20%	+$143K	0.09%	202
2025 Q3	$809K	Buy	4,737 +62	+1%	+$10.6K	0.09%	202
2025 Q2	$699K	Buy	4,675 +53	+1%	+$7.28K	0.08%	218
2025 Q1	$646K	Hold	4,622	–	–	0.08%	204
2024 Q4	$797K	Sell	4,622 -137	-3%	-$23.9K	0.1%	181
2024 Q3	$862K	Buy	4,759 +158	+3%	+$21.9K	0.11%	171
2024 Q2	$570K	Buy	4,601 +4	+0.1%	+$492	0.08%	214
2024 Q1	$566K	Buy	+4,597	New	+$574K	0.08%	212
2023 Q1	–	Sell	-5,861	Closed	-$435K	–	425
2022 Q4	$435K	Sell	5,861 -855	-13%	-$73.8K	0.08%	287
2022 Q3	$562K	Sell	6,716 -388	-5%	-$37.6K	0.1%	220
2022 Q2	$648K	Buy	7,104 +210	+3%	+$22.7K	0.12%	214
2022 Q1	$700K	Buy	6,894 +1,024	+17%	+$125K	0.13%	194
2021 Q4	$760K	Sell	5,870 -450	-7%	-$60K	0.17%	140
2021 Q3	$735K	Buy	6,320 +150	+2%	+$17.4K	0.2%	118
2021 Q2	$599K	Buy	+6,170	New	+$548K	0.19%	122

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

Continuum Advisory's BX Position: Q1 2026 in Review

Continuum Advisory increased its Blackstone (BX) stake by 12% in Q1 2026, buying an estimated $91.6K and bringing the position to 6,383 shares worth $734K. The position accounts for 0.07% of the portfolio, ranked #228.

Continuum Advisory first reported a position in BX in Q2 2021 and has held it in 16 quarters since. The position peaked at $875K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Continuum Advisory held 6,383 shares of Blackstone worth $734K as of Q1 2026.
Continuum Advisory bought 704 Blackstone shares in Q1 2026, an estimated $91.6K.
Blackstone made up 0.07% of Continuum Advisory's portfolio in Q1 2026, its #228 holding.
Continuum Advisory first reported a position in Blackstone in Q2 2021 and has held it in 16 quarters since.
Continuum Advisory's Blackstone position peaked at $875K in Q4 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.