Crestwood Advisors Group’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 | $57.5M | Sell |
500,188
-1,072
| -0.2% | -$139K | 0.97% | 28 |
|
|
2025
Q4 | $77.3M | Sell |
501,260
-717
| -0.1% | -$109K | 1.29% | 19 |
|
|
2025
Q3 | $85.8M | Sell |
501,977
-4,992
| -1% | -$855K | 1.46% | 13 |
|
|
2025
Q2 | $75.8M | Sell |
506,969
-215
| -0% | -$29.5K | 1.36% | 15 |
|
|
2025
Q1 | $70.9M | Sell |
507,184
-241
| -0% | -$39.1K | 1.35% | 16 |
|
|
2024
Q4 | $87.5M | Sell |
507,425
-3,669
| -0.7% | -$639K | 1.64% | 13 |
|
|
2024
Q3 | $78.3M | Sell |
511,094
-90,998
| -15% | -$12.6M | 1.49% | 14 |
|
|
2024
Q2 | $74.5M | Buy |
602,092
+1,217
| +0.2% | +$150K | 1.54% | 17 |
|
|
2024
Q1 | $78.9M | Sell |
600,875
-2,953
| -0.5% | -$369K | 1.72% | 14 |
|
|
2023
Q4 | $79.1M | Sell |
603,828
-996
| -0.2% | -$108K | 1.84% | 11 |
|
|
2023
Q3 | $64.8M | Sell |
604,824
-6,157
| -1% | -$641K | 1.7% | 16 |
|
|
2023
Q2 | $56.8M | Sell |
610,981
-106,120
| -15% | -$9.17M | 1.79% | 19 |
|
|
2023
Q1 | $63M | Sell |
717,101
-25,973
| -3% | -$2.29M | 2.1% | 12 |
|
|
2022
Q4 | $55.1M | Sell |
743,074
-12,362
| -2% | -$1.07M | 1.88% | 12 |
|
|
2022
Q3 | $63.2M | Sell |
755,436
-855
| -0.1% | -$82.8K | 2.24% | 7 |
|
|
2022
Q2 | $69M | Buy |
756,291
+13,799
| +2% | +$1.49M | 2.32% | 6 |
|
|
2022
Q1 | $94.3M | Buy |
742,492
+10,858
| +1% | +$1.32M | 2.64% | 4 |
|
|
2021
Q4 | $94.7M | Sell |
731,634
-3,113
| -0.4% | -$415K | 2.46% | 6 |
|
|
2021
Q3 | $85.5M | Sell |
734,747
-33,144
| -4% | -$3.85M | 2.42% | 7 |
|
|
2021
Q2 | $74.6M | Sell |
767,891
-39,178
| -5% | -$3.48M | 2.16% | 8 |
|
|
2021
Q1 | $60.2M | Buy |
807,069
+2,200
| +0.3% | +$152K | 1.89% | 11 |
|
|
2020
Q4 | $52.2M | Sell |
804,869
-120
| -0% | -$6.99K | 1.72% | 10 |
|
|
2020
Q3 | $42M | Buy |
804,989
+4,005
| +0.5% | +$214K | 1.58% | 14 |
|
|
2020
Q2 | $45.4M | Buy |
800,984
+116,570
| +17% | +$6.14M | 1.82% | 12 |
|
|
2020
Q1 | $31.2M | Sell |
684,414
-129,089
| -16% | -$7.14M | 1.55% | 14 |
|
|
2019
Q4 | $45.5M | Sell |
813,503
-275
| -0% | -$14.3K | 1.8% | 13 |
|
|
2019
Q3 | $39.7M | Buy |
813,778
+46,598
| +6% | +$2.27M | 1.75% | 15 |
|
|
2019
Q2 | $34.1M | Buy |
767,180
+212,894
| +38% | +$8.49M | 1.54% | 19 |
|
|
2019
Q1 | $19.4M | Hold |
554,286
| – | – | 1.39% | 29 |
|
|
2018
Q4 | $16.5M | Hold |
554,286
| – | – | 1.32% | 32 |
|
|
2018
Q3 | $21.1M | Buy |
554,286
+1,015
| +0.2% | +$36.7K | 1.48% | 25 |
|
|
2018
Q2 | $19.4M | Buy |
553,271
+420,199
| +316% | +$13.4M | 1.41% | 29 |
|
|
2018
Q1 | $4.25M | Sell |
133,072
-250
| -0.2% | -$8.52K | 0.33% | 58 |
|
|
2017
Q4 | $4.27M | Sell |
133,322
-1,289
| -1% | -$42K | 0.34% | 58 |
|
|
2017
Q3 | $4.49M | Buy |
134,611
+2,539
| +2% | +$83.6K | 0.39% | 56 |
|
|
2017
Q2 | $4.43M | Sell |
132,072
-100
| -0.1% | -$3.14K | 0.38% | 58 |
|
|
2017
Q1 | $4.06M | Hold |
132,172
| – | – | 0.36% | 57 |
|
|
2016
Q4 | $3.57M | Hold |
132,172
| – | – | 0.35% | 58 |
|
|
2016
Q3 | $3.37M | Hold |
132,172
| – | – | 0.4% | 49 |
|
|
2016
Q2 | $3.24M | Hold |
132,172
| – | – | 0.4% | 50 |
|
|
2016
Q1 | $3.71M | Hold |
132,172
| – | – | 0.44% | 53 |
|
|
2015
Q4 | $3.87M | Buy |
+132,172
| New | +$4.21M | 0.47% | 51 |
|
Other funds holding BX
VCM
VPM
Crestwood Advisors Group's BX Position: Q1 2026 in Review
Crestwood Advisors Group reduced its Blackstone (BX) stake by 0.21% in Q1 2026, selling an estimated $139K and leaving 500,188 shares worth $57.5M. The position accounts for 0.97% of the portfolio, ranked #28.
Crestwood Advisors Group first reported a position in BX in Q4 2015 and has held it in 42 quarters since. The position peaked at $94.7M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Crestwood Advisors Group held 500,188 shares of Blackstone worth $57.5M as of Q1 2026.
- Crestwood Advisors Group sold 1,072 Blackstone shares in Q1 2026, an estimated $139K.
- Blackstone made up 0.97% of Crestwood Advisors Group's portfolio in Q1 2026, its #28 holding.
- Crestwood Advisors Group first reported a position in Blackstone in Q4 2015 and has held it in 42 quarters since.
- Crestwood Advisors Group's Blackstone position peaked at $94.7M in Q4 2021.
- 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.