Crescent Grove Advisors’s Blackstone BX Stock Holding History

Crescent Grove Advisors’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	$1.3M	Sell	11,319 -135	-1%	-$17.6K	0.13%	121
2025 Q4	$1.77M	Sell	11,454 -200	-2%	-$30.4K	0.16%	93
2025 Q3	$1.99M	Sell	11,654 -25	-0.2%	-$4.28K	0.19%	81
2025 Q2	$1.75M	Sell	11,679 -510	-4%	-$70.1K	0.17%	84
2025 Q1	$1.7M	Hold	12,189	–	–	0.18%	80
2024 Q4	$2.1M	Hold	12,189	–	–	0.21%	75
2024 Q3	$1.87M	Hold	12,189	–	–	0.19%	82
2024 Q2	$1.51M	Sell	12,189 -10	-0.1%	-$1.23K	0.17%	84
2024 Q1	$1.6M	Sell	12,199 -895	-7%	-$112K	0.17%	84
2023 Q4	$1.71M	Sell	13,094 -715	-5%	-$77.4K	0.19%	74
2023 Q3	$1.48M	Sell	13,809 -1,514	-10%	-$158K	0.18%	81
2023 Q2	$1.42M	Hold	15,323	–	–	0.15%	83
2023 Q1	$1.35M	Hold	15,323	–	–	0.16%	84
2022 Q4	$1.14M	Sell	15,323 -2,136	-12%	-$184K	0.12%	106
2022 Q3	$1.46M	Buy	17,459 +1,080	+7%	+$105K	0.17%	71
2022 Q2	$1.49M	Hold	16,379	–	–	0.16%	72
2022 Q1	$2.08M	Buy	16,379 +10	+0.1%	+$1.22K	0.2%	58
2021 Q4	$2.12M	Buy	16,369 +5,529	+51%	+$737K	0.2%	58
2021 Q3	$1.26M	Hold	10,840	–	–	0.13%	90
2021 Q2	$1.05M	Hold	10,840	–	–	0.11%	100
2021 Q1	$808K	Hold	10,840	–	–	0.09%	106
2020 Q4	$703K	Hold	10,840	–	–	0.09%	92
2020 Q3	$566K	Buy	+10,840	New	+$580K	0.11%	92

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

Crescent Grove Advisors's BX Position: Q1 2026 in Review

Crescent Grove Advisors reduced its Blackstone (BX) stake by 1.2% in Q1 2026, selling an estimated $17.6K and leaving 11,319 shares worth $1.3M. The position accounts for 0.13% of the portfolio, ranked #121.

Crescent Grove Advisors first reported a position in BX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.12M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Crescent Grove Advisors held 11,319 shares of Blackstone worth $1.3M as of Q1 2026.
Crescent Grove Advisors sold 135 Blackstone shares in Q1 2026, an estimated $17.6K.
Blackstone made up 0.13% of Crescent Grove Advisors's portfolio in Q1 2026, its #121 holding.
Crescent Grove Advisors first reported a position in Blackstone in Q3 2020 and has held it in 23 quarters since.
Crescent Grove Advisors's Blackstone position peaked at $2.12M in Q4 2021.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.