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Diversified Portfolios Inc’s Blackstone BX Stock Holding History

Diversified Portfolios Inc’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
-1,573
Closed -$242K – 184
2025
Q4 		$242K Buy
1,573
+69
+5% +$10.5K 0.02% 169
2025
Q3 		$257K Hold
1,504
– – 0.02% 150
2025
Q2 		$225K Buy
+1,504
New +$207K 0.02% 152
2025
Q1 		– Sell
-3,038
Closed -$524K – 143
2024
Q4 		$524K Buy
3,038
+1
+0% +$174 0.06% 107
2024
Q3 		$465K Sell
3,037
-13
-0.4% -$1.8K 0.05% 108
2024
Q2 		$378K Sell
3,050
-950
-24% -$117K 0.05% 112
2024
Q1 		$525K Hold
4,000
– – 0.07% 95
2023
Q4 		$524K Sell
4,000
-2
-0% -$216 0.08% 91
2023
Q3 		$429K Buy
4,002
+2
+0.1% +$208 0.08% 91
2023
Q2 		$372K Sell
4,000
-101
-2% -$8.72K 0.07% 100
2023
Q1 		$360K Hold
4,101
– – 0.08% 104
2022
Q4 		$304K Hold
4,101
– – 0.07% 113
2022
Q3 		$343K Hold
4,101
– – 0.09% 101
2022
Q2 		$374K Buy
4,101
+1
+0% +$108 0.1% 94
2022
Q1 		$521K Sell
4,100
-1
-0% -$122 0.12% 85
2021
Q4 		$531K Hold
4,101
– – 0.13% 83
2021
Q3 		$477K Hold
4,101
– – 0.13% 76
2021
Q2 		$398K Buy
+4,101
New +$364K 0.15% 72
2015
Q1 		– Sell
-13,757
Closed -$457K – 59
2014
Q4 		$457K Buy
+13,757
New +$430K 0.27% 40

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

Diversified Portfolios Inc's BX Position: Q1 2026 in Review

Diversified Portfolios Inc sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,573 shares — an estimated $242K sold.

Diversified Portfolios Inc first reported a position in BX in Q4 2014 and held it in 19 quarters. The position peaked at $531K in Q4 2021. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Diversified Portfolios Inc reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Diversified Portfolios Inc sold 1,573 Blackstone shares in Q1 2026, an estimated $242K.
  • Diversified Portfolios Inc first reported a position in Blackstone in Q4 2014 and held it in 19 quarters.
  • Diversified Portfolios Inc's Blackstone position peaked at $531K in Q4 2021.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.