Cornerstone Wealth Group’s Blackstone BX Stock Holding History

Cornerstone Wealth Group’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	$4.16M	Sell	32,390 -48,433	-60%	-$6.3M	0.27%	100
2025 Q4	$12.5M	Buy	80,823 +24,283	+43%	+$3.69M	0.85%	30
2025 Q3	$9.66M	Buy	56,540 +792	+1%	+$136K	0.65%	37
2025 Q2	$8.34M	Buy	55,748 +26,833	+93%	+$3.69M	0.63%	45
2025 Q1	$4.04M	Buy	28,915 +178	+0.6%	+$28.9K	0.33%	88
2024 Q4	$4.95M	Buy	28,737 +22	+0.1%	+$3.83K	0.4%	67
2024 Q3	$4.4M	Sell	28,715 -62	-0.2%	-$8.6K	0.36%	78
2024 Q2	$3.56M	Buy	28,777 +184	+0.6%	+$22.6K	0.32%	82
2024 Q1	$3.76M	Buy	+28,593	New	+$3.57M	0.35%	73

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

Cornerstone Wealth Group's BX Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Blackstone (BX) stake by 60% in Q1 2026, selling an estimated $6.3M and leaving 32,390 shares worth $4.16M. The position accounts for 0.27% of the portfolio, ranked #100.

Cornerstone Wealth Group first reported a position in BX in Q1 2024 and has held it in 9 quarters since. The position peaked at $12.5M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Cornerstone Wealth Group held 32,390 shares of Blackstone worth $4.16M as of Q1 2026.
Cornerstone Wealth Group sold 48,433 Blackstone shares in Q1 2026, an estimated $6.3M.
Blackstone made up 0.27% of Cornerstone Wealth Group's portfolio in Q1 2026, its #100 holding.
Cornerstone Wealth Group first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Blackstone position peaked at $12.5M in Q4 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.