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Evelyn Partners Investment Management (Europe)’s Blackstone BX Stock Holding History

Evelyn Partners Investment Management (Europe)’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 		$3.16M Sell
27,515
-482
-2% -$62.7K 1.09% 27
2025
Q4 		$4.32M Sell
27,997
-2,178
-7% -$331K 1.4% 21
2025
Q3 		$5.16M Sell
30,175
-3,842
-11% -$658K 1.79% 15
2025
Q2 		$5.09M Sell
34,017
-1,444
-4% -$198K 1.83% 16
2025
Q1 		$4.96M Sell
35,461
-1,266
-3% -$205K 1.86% 15
2024
Q4 		$6.33M Buy
+36,727
New +$6.4M 2.3% 13

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Evelyn Partners Investment Management (Europe)'s BX Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its Blackstone (BX) stake by 1.7% in Q1 2026, selling an estimated $62.7K and leaving 27,515 shares worth $3.16M. The position accounts for 1.09% of the portfolio, ranked #27.

Evelyn Partners Investment Management (Europe) first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.33M in Q4 2024. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Evelyn Partners Investment Management (Europe) held 27,515 shares of Blackstone worth $3.16M as of Q1 2026.
  • Evelyn Partners Investment Management (Europe) sold 482 Blackstone shares in Q1 2026, an estimated $62.7K.
  • Blackstone made up 1.09% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #27 holding.
  • Evelyn Partners Investment Management (Europe) first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management (Europe)'s Blackstone position peaked at $6.33M in Q4 2024.
  • 2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.