Creative Planning’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $46.2M | Buy |
401,722
+14,641
| +4% | +$1.9M | 0.03% | 231 |
|
|
2025
Q4 | $59.7M | Buy |
387,081
+3,994
| +1% | +$607K | 0.04% | 175 |
|
|
2025
Q3 | $65.5M | Buy |
383,087
+117,874
| +44% | +$20.2M | 0.05% | 151 |
|
|
2025
Q2 | $39.7M | Buy |
265,213
+14,529
| +6% | +$2M | 0.03% | 211 |
|
|
2025
Q1 | $35M | Buy |
250,684
+2,582
| +1% | +$419K | 0.03% | 215 |
|
|
2024
Q4 | $42.8M | Buy |
248,102
+10,166
| +4% | +$1.77M | 0.04% | 167 |
|
|
2024
Q3 | $36.4M | Buy |
237,936
+9,668
| +4% | +$1.34M | 0.04% | 187 |
|
|
2024
Q2 | $28.3M | Buy |
228,268
+3,120
| +1% | +$384K | 0.03% | 211 |
|
|
2024
Q1 | $29.6M | Buy |
225,148
+16,003
| +8% | +$2M | 0.03% | 202 |
|
|
2023
Q4 | $27.4M | Buy |
209,145
+2,642
| +1% | +$286K | 0.05% | 199 |
|
|
2023
Q3 | $22.1M | Buy |
206,503
+4,505
| +2% | +$469K | 0.03% | 224 |
|
|
2023
Q2 | $18.8M | Buy |
201,998
+15,166
| +8% | +$1.31M | 0.03% | 235 |
|
|
2023
Q1 | $16.4M | Buy |
186,832
+10,585
| +6% | +$935K | 0.02% | 247 |
|
|
2022
Q4 | $13.1M | Buy |
176,247
+4,841
| +3% | +$418K | 0.02% | 278 |
|
|
2022
Q3 | $14.3M | Buy |
171,406
+8,960
| +6% | +$868K | 0.02% | 236 |
|
|
2022
Q2 | $14.8M | Buy |
162,446
+3,285
| +2% | +$355K | 0.02% | 242 |
|
|
2022
Q1 | $20.2M | Buy |
159,161
+24,742
| +18% | +$3.02M | 0.03% | 200 |
|
|
2021
Q4 | $17.4M | Sell |
134,419
-16,325
| -11% | -$2.18M | 0.03% | 206 |
|
|
2021
Q3 | $17.5M | Buy |
150,744
+14,723
| +11% | +$1.71M | 0.03% | 191 |
|
|
2021
Q2 | $13.2M | Sell |
136,021
-30,764
| -18% | -$2.73M | 0.02% | 221 |
|
|
2021
Q1 | $12.4M | Buy |
166,785
+9,411
| +6% | +$650K | 0.03% | 233 |
|
|
2020
Q4 | $10.2M | Buy |
157,374
+27,035
| +21% | +$1.57M | 0.02% | 254 |
|
|
2020
Q3 | $6.8M | Buy |
130,339
+11,009
| +9% | +$589K | 0.02% | 272 |
|
|
2020
Q2 | $6.76M | Sell |
119,330
-3,665
| -3% | -$193K | 0.02% | 243 |
|
|
2020
Q1 | $5.61M | Sell |
122,995
-2,183
| -2% | -$121K | 0.02% | 240 |
|
|
2019
Q4 | $7M | Sell |
125,178
-571
| -0.5% | -$29.6K | 0.02% | 246 |
|
|
2019
Q3 | $6.14M | Buy |
125,749
+20,251
| +19% | +$988K | 0.02% | 250 |
|
|
2019
Q2 | $4.69M | Sell |
105,498
-31,155
| -23% | -$1.24M | 0.02% | 302 |
|
|
2019
Q1 | $4.78M | Sell |
136,653
-18,570
| -12% | -$620K | 0.02% | 286 |
|
|
2018
Q4 | $4.63M | Buy |
155,223
+6,307
| +4% | +$208K | 0.02% | 259 |
|
|
2018
Q3 | $5.67M | Buy |
148,916
+27,246
| +22% | +$984K | 0.02% | 247 |
|
|
2018
Q2 | $3.91M | Sell |
121,670
-63,601
| -34% | -$2.02M | 0.02% | 315 |
|
|
2018
Q1 | $5.92M | Sell |
185,271
-12,959
| -7% | -$442K | 0.02% | 213 |
|
|
2017
Q4 | $6.35M | Buy |
198,230
+14,075
| +8% | +$458K | 0.03% | 196 |
|
|
2017
Q3 | $6.14M | Buy |
184,155
+15,143
| +9% | +$498K | 0.03% | 199 |
|
|
2017
Q2 | $5.64M | Buy |
169,012
+744
| +0.4% | +$23.3K | 0.03% | 203 |
|
|
2017
Q1 | $5M | Buy |
168,268
+2,762
| +2% | +$83.1K | 0.03% | 206 |
|
|
2016
Q4 | $4.47M | Sell |
165,506
-394
| -0.2% | -$10.2K | 0.03% | 218 |
|
|
2016
Q3 | $4.24M | Buy |
165,900
+16,597
| +11% | +$438K | 0.03% | 227 |
|
|
2016
Q2 | $3.66M | Buy |
149,303
+4,744
| +3% | +$126K | 0.03% | 212 |
|
|
2016
Q1 | $4.05M | Sell |
144,559
-11,996
| -8% | -$317K | 0.03% | 184 |
|
|
2015
Q4 | $4.58M | Sell |
156,555
-165
| -0.1% | -$5.26K | 0.04% | 172 |
|
|
2015
Q3 | $4.87M | Buy |
156,720
+102,464
| +189% | +$3.71M | 0.04% | 162 |
|
|
2015
Q2 | $2.18M | Buy |
54,256
+10,758
| +25% | +$442K | 0.02% | 276 |
|
|
2015
Q1 | $1.66M | Buy |
43,498
+9,483
| +28% | +$343K | 0.02% | 323 |
|
|
2014
Q4 | $1.13M | Buy |
34,015
+1,364
| +4% | +$42.7K | 0.01% | 415 |
|
|
2014
Q3 | $1.01M | Buy |
32,651
+10,842
| +50% | +$353K | 0.01% | 401 |
|
|
2014
Q2 | $716K | Sell |
21,809
-30,905
| -59% | -$953K | 0.01% | 506 |
|
|
2014
Q1 | $1.72M | Buy |
52,714
+30,941
| +142% | +$987K | 0.03% | 227 |
|
|
2013
Q4 | $673K | Buy |
21,773
+5,634
| +35% | +$154K | 0.01% | 436 |
|
|
2013
Q3 | $394K | Buy |
16,139
+4,977
| +45% | +$111K | 0.01% | 509 |
|
|
2013
Q2 | $231K | Buy |
+11,162
| New | +$232K | 0.01% | 634 |
|
Other funds holding BX
VCM
VPM
Creative Planning's BX Position: Q1 2026 in Review
Creative Planning increased its Blackstone (BX) stake by 3.8% in Q1 2026, buying an estimated $1.9M and bringing the position to 401,722 shares worth $46.2M. The position accounts for 0.03% of the portfolio, ranked #231.
Creative Planning first reported a position in BX in Q2 2013 and has held it in 52 quarters since. The position peaked at $65.5M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Creative Planning held 401,722 shares of Blackstone worth $46.2M as of Q1 2026.
- Creative Planning bought 14,641 Blackstone shares in Q1 2026, an estimated $1.9M.
- Blackstone made up 0.03% of Creative Planning's portfolio in Q1 2026, its #231 holding.
- Creative Planning first reported a position in Blackstone in Q2 2013 and has held it in 52 quarters since.
- Creative Planning's Blackstone position peaked at $65.5M in Q3 2025.
- 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.