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Ellevest Inc’s Blackstone BX Stock Holding History

Ellevest 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 		$1.07M Sell
9,283
-1,201
-11% -$156K 0.15% 95
2025
Q4 		$1.62M Sell
10,484
-34
-0.3% -$5.17K 0.22% 64
2025
Q3 		$1.8M Sell
10,518
-488
-4% -$83.6K 0.26% 51
2025
Q2 		$1.65M Sell
11,006
-141
-1% -$19.4K 0.26% 54
2025
Q1 		$1.56M Sell
11,147
-116
-1% -$18.8K 0.1% 67
2024
Q4 		$1.94M Buy
11,263
+5,676
+102% +$989K 0.11% 58
2024
Q3 		$856K Sell
5,587
-299
-5% -$41.5K 0.05% 127
2024
Q2 		$729K Buy
5,886
+524
+10% +$64.5K 0.04% 142
2024
Q1 		$704K Buy
5,362
+230
+4% +$28.7K 0.04% 145
2023
Q4 		$672K Buy
5,132
+103
+2% +$11.1K 0.05% 139
2023
Q3 		$539K Buy
5,029
+148
+3% +$15.4K 0.04% 137
2023
Q2 		$454K Buy
4,881
+611
+14% +$52.8K 0.03% 172
2023
Q1 		$375K Buy
4,270
+2,459
+136% +$217K 0.03% 194
2022
Q4 		$134K Buy
1,811
+1,391
+331% +$120K 0.01% 375
2022
Q3 		$35K Buy
420
+218
+108% +$21.1K ﹤0.01% 672
2022
Q2 		$18K Buy
202
+106
+110% +$11.4K ﹤0.01% 773
2022
Q1 		$12K Buy
96
+8
+9% +$976 ﹤0.01% 837
2021
Q4 		$11K Buy
88
+62
+238% +$8.27K ﹤0.01% 831
2021
Q3 		$3K Buy
+26
New +$3.02K ﹤0.01% 1051
2020
Q3 		– Sell
-6
Closed – – 1150
2020
Q2 		$0 Buy
+6
New +$316 ﹤0.01% 1147

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

Ellevest Inc's BX Position: Q1 2026 in Review

Ellevest Inc reduced its Blackstone (BX) stake by 11% in Q1 2026, selling an estimated $156K and leaving 9,283 shares worth $1.07M. The position accounts for 0.15% of the portfolio, ranked #95.

Ellevest Inc first reported a position in BX in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.94M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Ellevest Inc held 9,283 shares of Blackstone worth $1.07M as of Q1 2026.
  • Ellevest Inc sold 1,201 Blackstone shares in Q1 2026, an estimated $156K.
  • Blackstone made up 0.15% of Ellevest Inc's portfolio in Q1 2026, its #95 holding.
  • Ellevest Inc first reported a position in Blackstone in Q2 2020 and has held it in 20 quarters since.
  • Ellevest Inc's Blackstone position peaked at $1.94M in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.