Corient Private Wealth
BX icon

Corient Private Wealth’s Blackstone BX Stock Holding History

Corient Private Wealth’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 		$42.9M Sell
394,035
-501,355
-56% -$65.2M 0.06% 260
2025
Q4 		$127M Buy
895,390
+466,497
+109% +$70.9M 0.09% 210
2025
Q3 		$72.7M Buy
428,893
+80,321
+23% +$13.8M 0.11% 179
2025
Q2 		$52.1M Buy
348,572
+21,360
+7% +$2.93M 0.07% 226
2025
Q1 		$45.7M Sell
327,212
-28,887
-8% -$4.69M 0.07% 236
2024
Q4 		$56.5M Buy
356,099
+11,110
+3% +$1.94M 0.09% 204
2024
Q3 		$52.8M Sell
344,989
-11,310
-3% -$1.57M 0.08% 233
2024
Q2 		$44.1M Sell
356,299
-4,954
-1% -$610K 0.08% 244
2024
Q1 		$47.5M Sell
361,253
-12,623
-3% -$1.58M 0.08% 227
2023
Q4 		$48.9M Buy
373,876
+44,647
+14% +$4.83M 0.09% 218
2023
Q3 		$35.3M Buy
329,229
+7,700
+2% +$802K 0.08% 253
2023
Q2 		$29.9M Sell
321,529
-1,715
-0.5% -$148K 0.07% 270
2023
Q1 		$28.4M Sell
323,244
-70,408
-18% -$6.22M 0.08% 250
2022
Q4 		$29.1M Buy
+393,652
New +$34M 0.11% 205

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

Corient Private Wealth's BX Position: Q1 2026 in Review

Corient Private Wealth reduced its Blackstone (BX) stake by 56% in Q1 2026, selling an estimated $65.2M and leaving 394,035 shares worth $42.9M. The position accounts for 0.06% of the portfolio, ranked #260.

Corient Private Wealth first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $127M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Corient Private Wealth held 394,035 shares of Blackstone worth $42.9M as of Q1 2026.
  • Corient Private Wealth sold 501,355 Blackstone shares in Q1 2026, an estimated $65.2M.
  • Blackstone made up 0.06% of Corient Private Wealth's portfolio in Q1 2026, its #260 holding.
  • Corient Private Wealth first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Blackstone position peaked at $127M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.