Doheny Asset Management’s Blackstone BX Stock Holding History

Doheny Asset Management’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	-1,450	Closed	-$224K	–	62
2025 Q4	$224K	Hold	1,450	–	–	0.14%	57
2025 Q3	$248K	Hold	1,450	–	–	0.16%	59
2025 Q2	$217K	Hold	1,450	–	–	0.15%	62
2025 Q1	$203K	Hold	1,450	–	–	0.16%	65
2024 Q4	$250K	Sell	1,450 -275	-16%	-$47.9K	0.19%	57
2024 Q3	$264K	Hold	1,725	–	–	0.18%	65
2024 Q2	$214K	Hold	1,725	–	–	0.15%	71
2024 Q1	$227K	Hold	1,725	–	–	0.19%	66
2023 Q4	$226K	Buy	+1,725	New	+$187K	0.22%	64
2022 Q1	$219K	Hold	1,725	–	–	0.16%	78
2021 Q4	$223K	Hold	1,725	–	–	0.16%	86
2021 Q3	$201K	Buy	+1,725	New	+$200K	0.14%	93

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

Doheny Asset Management's BX Position: Q1 2026 in Review

Doheny Asset Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,450 shares — an estimated $224K sold.

Doheny Asset Management first reported a position in BX in Q3 2021 and held it in 12 quarters. The position peaked at $264K in Q3 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Doheny Asset Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Doheny Asset Management sold 1,450 Blackstone shares in Q1 2026, an estimated $224K.
Doheny Asset Management first reported a position in Blackstone in Q3 2021 and held it in 12 quarters.
Doheny Asset Management's Blackstone position peaked at $264K in Q3 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Doheny Asset Management's 13F filing for Q1 2026, filed 7 May 2026.