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Evelyn Partners Investment Management Services’s Blackstone BX Stock Holding History

Evelyn Partners Investment Management Services’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
-278
Closed -$42.9K – 282
2025
Q4 		$42.9K Hold
278
– – 0.01% 182
2025
Q3 		$47.5K Hold
278
– – 0.01% 184
2025
Q2 		$41.6K Hold
278
– – 0.01% 177
2025
Q1 		$38.9K Hold
278
– – 0.01% 177
2024
Q4 		$47.9K Buy
+278
New +$48.4K 0.01% 170

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

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

Evelyn Partners Investment Management Services sold out of Blackstone (BX) in Q1 2026, closing a stake of 278 shares — an estimated $42.9K sold.

Evelyn Partners Investment Management Services first reported a position in BX in Q4 2024 and held it in 5 quarters. The position peaked at $47.9K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Evelyn Partners Investment Management Services reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management Services sold 278 Blackstone shares in Q1 2026, an estimated $42.9K.
  • Evelyn Partners Investment Management Services first reported a position in Blackstone in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management Services's Blackstone position peaked at $47.9K in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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