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Evolution Wealth Management’s Blackstone BX Stock Holding History

Evolution Wealth 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 		$36.6K Hold
318
– – 0.03% 322
2025
Q4 		$49K Sell
318
-132
-29% -$20.1K 0.04% 251
2025
Q3 		$76.9K Buy
450
+41
+10% +$7.03K 0.08% 164
2025
Q2 		$61.2K Buy
+409
New +$56.2K 0.08% 158

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

Evolution Wealth Management's BX Position: Q1 2026 in Review

Evolution Wealth Management held its Blackstone (BX) position steady in Q1 2026 at 318 shares worth $36.6K. The position accounts for 0.03% of the portfolio, ranked #322.

Evolution Wealth Management first reported a position in BX in Q2 2025 and has held it in 4 quarters since. The position peaked at $76.9K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Evolution Wealth Management held 318 shares of Blackstone worth $36.6K as of Q1 2026.
  • Evolution Wealth Management left its Blackstone share count unchanged in Q1 2026.
  • Blackstone made up 0.03% of Evolution Wealth Management's portfolio in Q1 2026, its #322 holding.
  • Evolution Wealth Management first reported a position in Blackstone in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's Blackstone position peaked at $76.9K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.