Creative Planning
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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
2019
Q1 		– Sell
-300
Closed -$2K – 1995
2018
Q4 		$2K Buy
+300
New +$9.92K ﹤0.01% 1900

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

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.