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Evelyn Partners Asset Management’s Blackstone BX Stock Holding History

Evelyn Partners Asset 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 		$173K Hold
1,503
– – 0.04% 113
2025
Q4 		$232K Hold
1,503
– – 0.05% 100
2025
Q3 		$257K Buy
1,503
+578
+62% +$99K 0.06% 93
2025
Q2 		$138K Hold
925
– – 0.04% 106
2025
Q1 		$129K Hold
925
– – 0.04% 109
2024
Q4 		$159K Buy
+925
New +$161K 0.04% 103

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

Evelyn Partners Asset Management's BX Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Blackstone (BX) position steady in Q1 2026 at 1,503 shares worth $173K. The position accounts for 0.04% of the portfolio, ranked #113.

Evelyn Partners Asset Management first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $257K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Evelyn Partners Asset Management held 1,503 shares of Blackstone worth $173K as of Q1 2026.
  • Evelyn Partners Asset Management left its Blackstone share count unchanged in Q1 2026.
  • Blackstone made up 0.04% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #113 holding.
  • Evelyn Partners Asset Management first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Blackstone position peaked at $257K in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.