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Elwood & Goetz Wealth Advisory Group’s Blackstone BX Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
-2,443
Closed -$377K – 141
2025
Q4 		$377K Buy
2,443
+86
+4% +$13.1K 0.07% 81
2025
Q3 		$403K Hold
2,357
– – 0.08% 74
2025
Q2 		$353K Hold
2,357
– – 0.08% 77
2025
Q1 		$329K Hold
2,357
– – 0.08% 70
2024
Q4 		$406K Hold
2,357
– – 0.1% 61
2024
Q3 		$361K Buy
+2,357
New +$327K 0.09% 66

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

Elwood & Goetz Wealth Advisory Group's BX Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,443 shares — an estimated $377K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in BX in Q3 2024 and held it in 6 quarters. The position peaked at $406K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 2,443 Blackstone shares in Q1 2026, an estimated $377K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Blackstone in Q3 2024 and held it in 6 quarters.
  • Elwood & Goetz Wealth Advisory Group's Blackstone position peaked at $406K in Q4 2024.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.