De Burlo Group’s Blackstone BX Stock Holding History

De Burlo Group’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	–	Sell	-23,950	Closed	-$3.69M	–	90
2025 Q4	$3.69M	Sell	23,950 -33,500	-58%	-$5.09M	0.45%	36
2025 Q3	$9.82M	Sell	57,450 -7,500	-12%	-$1.28M	1.18%	28
2025 Q2	$9.72M	Sell	64,950 -33,600	-34%	-$4.62M	1.28%	28
2025 Q1	$13.8M	Sell	98,550 -38,703	-28%	-$6.28M	2.03%	23
2024 Q4	$23.7M	Buy	137,253 +40,700	+42%	+$7.09M	3.16%	13
2024 Q3	$14.8M	Buy	+96,553	New	+$13.4M	1.82%	22

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

De Burlo Group's BX Position: Q1 2026 in Review

De Burlo Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 23,950 shares — an estimated $3.69M sold.

De Burlo Group first reported a position in BX in Q3 2024 and held it in 6 quarters. The position peaked at $23.7M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

De Burlo Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
De Burlo Group sold 23,950 Blackstone shares in Q1 2026, an estimated $3.69M.
De Burlo Group first reported a position in Blackstone in Q3 2024 and held it in 6 quarters.
De Burlo Group's Blackstone position peaked at $23.7M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.