Delos Wealth Advisors’s Blackstone BX Stock Holding History

Delos Wealth 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	–	Sell	-641	Closed	-$98.8K	–	268
2025 Q4	$98.8K	Hold	641	–	–	0.07%	71
2025 Q3	$110K	Hold	641	–	–	0.07%	75
2025 Q2	$95.9K	Buy	+641	New	+$88.1K	0.07%	74
2021 Q4	–	Sell	-32	Closed	-$4K	–	440
2021 Q3	$4K	Buy	+32	New	+$3.71K	﹤0.01%	117

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

Delos Wealth Advisors's BX Position: Q1 2026 in Review

Delos Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 641 shares — an estimated $98.8K sold.

Delos Wealth Advisors first reported a position in BX in Q3 2021 and held it in 4 quarters. The position peaked at $110K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Delos Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Delos Wealth Advisors sold 641 Blackstone shares in Q1 2026, an estimated $98.8K.
Delos Wealth Advisors first reported a position in Blackstone in Q3 2021 and held it in 4 quarters.
Delos Wealth Advisors's Blackstone position peaked at $110K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.