Creative Planning’s Blackstone BX Stock Holding History

Creative Planning’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
2023 Q3	–	Sell	-1,000	Closed	-$53.2K	–	2927
2023 Q2	$53.2K	Sell	1,000 -1,000	-50%	-$86.4K	﹤0.01%	2434
2023 Q1	$76.8K	Buy	2,000 +1,900	+1,900%	+$168K	﹤0.01%	2287
2022 Q4	$2.49K	Sell	100 -100	-50%	-$8.64K	﹤0.01%	2420
2022 Q3	$7K	Buy	+200	New	+$19.4K	﹤0.01%	2246
2017 Q4	–	Sell	-70,000	Closed	-$329K	–	1912
2017 Q3	$329K	Sell	70,000 -10,000	-13%	-$329K	﹤0.01%	1274
2017 Q2	$410K	Hold	80,000	–	–	﹤0.01%	1117
2017 Q1	$271K	Buy	80,000 +30,000	+60%	+$902K	﹤0.01%	1319
2016 Q4	$137K	Buy	50,000 +30,000	+150%	+$779K	﹤0.01%	1643
2016 Q3	$12K	Buy	20,000 +17,000	+567%	+$449K	﹤0.01%	3374
2016 Q2	$4K	Buy	+3,000	New	+$79.8K	﹤0.01%	3733
2014 Q3	–	Sell	-3,057	Closed	-$14K	–	3997
2014 Q2	$14K	Sell	3,057 -2,038	-40%	-$62.9K	﹤0.01%	2692
2014 Q1	$26K	Buy	+5,095	New	+$163K	﹤0.01%	2218

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

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.