Donor Advised Charitable Giving’s Blackstone BX Stock Holding History

Donor Advised Charitable Giving’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	-1,313	Closed	-$202K	–	37
2025 Q4	$202K	Hold	1,313	–	–	﹤0.01%	43
2025 Q3	$224K	Buy	+1,313	New	+$225K	﹤0.01%	39
2025 Q2	–	Sell	-1,659	Closed	-$232K	–	40
2025 Q1	$232K	Hold	1,659	–	–	0.01%	37
2024 Q4	$286K	Hold	1,659	–	–	0.01%	36
2024 Q3	$254K	Sell	1,659 -266	-14%	-$36.9K	0.01%	32
2024 Q2	$238K	Hold	1,925	–	–	0.01%	35
2024 Q1	$253K	Sell	1,925 -475	-20%	-$59.3K	0.01%	32
2023 Q4	$314K	Hold	2,400	–	–	0.02%	29
2023 Q3	$257K	Hold	2,400	–	–	0.02%	23
2023 Q2	$223K	Hold	2,400	–	–	0.01%	26
2023 Q1	$211K	Buy	+2,400	New	+$212K	0.02%	42

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

Donor Advised Charitable Giving's BX Position: Q1 2026 in Review

Donor Advised Charitable Giving sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,313 shares — an estimated $202K sold.

Donor Advised Charitable Giving first reported a position in BX in Q1 2023 and held it in 11 quarters. The position peaked at $314K in Q4 2023. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Donor Advised Charitable Giving reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Donor Advised Charitable Giving sold 1,313 Blackstone shares in Q1 2026, an estimated $202K.
Donor Advised Charitable Giving first reported a position in Blackstone in Q1 2023 and held it in 11 quarters.
Donor Advised Charitable Giving's Blackstone position peaked at $314K in Q4 2023.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q1 2026, filed 21 Apr 2026.