Evelyn Partners Investment Management’s Blackstone BX Stock Holding History

Evelyn Partners Investment 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	$14.6M	Sell	126,850 -26,183	-17%	-$3.41M	0.4%	52
2025 Q4	$23.6M	Buy	153,033 +3,981	+3%	+$605K	0.65%	38
2025 Q3	$25.5M	Sell	149,052 -3,510	-2%	-$601K	0.72%	37
2025 Q2	$22.8M	Buy	152,562 +1,930	+1%	+$265K	0.7%	37
2025 Q1	$21.1M	Buy	150,632 +6,073	+4%	+$986K	0.7%	37
2024 Q4	$24.9M	Buy	+144,559	New	+$25.2M	0.81%	31

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Evelyn Partners Investment Management reduced its Blackstone (BX) stake by 17% in Q1 2026, selling an estimated $3.41M and leaving 126,850 shares worth $14.6M. The position accounts for 0.4% of the portfolio, ranked #52.

Evelyn Partners Investment Management first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $25.5M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Evelyn Partners Investment Management held 126,850 shares of Blackstone worth $14.6M as of Q1 2026.
Evelyn Partners Investment Management sold 26,183 Blackstone shares in Q1 2026, an estimated $3.41M.
Blackstone made up 0.4% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #52 holding.
Evelyn Partners Investment Management first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's Blackstone position peaked at $25.5M in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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