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Edgestream Partners’s Blackstone BX Stock Holding History

Edgestream Partners’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 		$4.28M Buy
37,187
+6,059
+19% +$788K 0.14% 281
2025
Q4 		$4.8M Buy
+31,128
New +$4.73M 0.14% 261
2025
Q3 		– Sell
-23,123
Closed -$3.46M – 883
2025
Q2 		$3.46M Buy
23,123
+19,305
+506% +$2.65M 0.1% 394
2025
Q1 		$534K Sell
3,818
-10,822
-74% -$1.76M 0.02% 690
2024
Q4 		$2.52M Buy
+14,640
New +$2.55M 0.11% 346
2023
Q4 		– Sell
-2,615
Closed -$280K – 847
2023
Q3 		$280K Buy
+2,615
New +$272K 0.02% 727

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

Edgestream Partners's BX Position: Q1 2026 in Review

Edgestream Partners increased its Blackstone (BX) stake by 19% in Q1 2026, buying an estimated $788K and bringing the position to 37,187 shares worth $4.28M. The position accounts for 0.14% of the portfolio, ranked #281.

Edgestream Partners first reported a position in BX in Q3 2023 and has held it in 6 quarters since. The position peaked at $4.8M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Edgestream Partners held 37,187 shares of Blackstone worth $4.28M as of Q1 2026.
  • Edgestream Partners bought 6,059 Blackstone shares in Q1 2026, an estimated $788K.
  • Blackstone made up 0.14% of Edgestream Partners's portfolio in Q1 2026, its #281 holding.
  • Edgestream Partners first reported a position in Blackstone in Q3 2023 and has held it in 6 quarters since.
  • Edgestream Partners's Blackstone position peaked at $4.8M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.