FWI
BX icon

Facet Wealth Inc’s Blackstone BX Stock Holding History

Facet Wealth Inc’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 		$332K Sell
2,892
-120
-4% -$15.6K 0.01% 236
2025
Q4 		$442K Buy
3,012
+31
+1% +$4.71K 0.01% 169
2025
Q3 		$509K Buy
2,981
+820
+38% +$140K 0.01% 114
2025
Q2 		$374K Buy
2,161
+503
+30% +$69.1K 0.01% 114
2025
Q1 		$226K Buy
1,658
+24
+1% +$3.9K 0.01% 127
2024
Q4 		$278K Sell
1,634
-84
-5% -$14.6K 0.01% 114
2024
Q3 		$289K Sell
1,718
-11
-0.6% -$1.53K 0.01% 114
2024
Q2 		$244K Sell
1,729
-10
-0.6% -$1.23K 0.01% 120
2024
Q1 		$211K Sell
1,739
-481
-22% -$60.1K 0.01% 116
2023
Q4 		$274K Buy
+2,220
New +$240K 0.01% 93

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

Facet Wealth Inc's BX Position: Q1 2026 in Review

Facet Wealth Inc reduced its Blackstone (BX) stake by 4% in Q1 2026, selling an estimated $15.6K and leaving 2,892 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #236.

Facet Wealth Inc first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $509K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Facet Wealth Inc held 2,892 shares of Blackstone worth $332K as of Q1 2026.
  • Facet Wealth Inc sold 120 Blackstone shares in Q1 2026, an estimated $15.6K.
  • Blackstone made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #236 holding.
  • Facet Wealth Inc first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
  • Facet Wealth Inc's Blackstone position peaked at $509K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.