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Elmwood Wealth Management’s Blackstone BX Stock Holding History

Elmwood Wealth 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
-4,080
Closed -$629K – 182
2025
Q4 		$629K Buy
4,080
+155
+4% +$23.6K 0.2% 105
2025
Q3 		$671K Buy
3,925
+270
+7% +$46.3K 0.24% 91
2025
Q2 		$547K Buy
3,655
+104
+3% +$14.3K 0.22% 92
2025
Q1 		$496K Buy
3,551
+835
+31% +$136K 0.2% 96
2024
Q4 		$468K Buy
+2,716
New +$473K 0.19% 97

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Elmwood Wealth Management's BX Position: Q1 2026 in Review

Elmwood Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 4,080 shares — an estimated $629K sold.

Elmwood Wealth Management first reported a position in BX in Q4 2024 and held it in 5 quarters. The position peaked at $671K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Elmwood Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Elmwood Wealth Management sold 4,080 Blackstone shares in Q1 2026, an estimated $629K.
  • Elmwood Wealth Management first reported a position in Blackstone in Q4 2024 and held it in 5 quarters.
  • Elmwood Wealth Management's Blackstone position peaked at $671K in Q3 2025.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.