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Financial Gravity Asset Management’s Blackstone BX Stock Holding History

Financial Gravity Asset 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 		– Sell
-235
Closed -$36.2K – 948
2025
Q4 		$36.2K Sell
235
-32
-12% -$4.86K 0.01% 287
2025
Q3 		$45.6K Buy
+267
New +$45.7K 0.01% 310
2024
Q2 		$990 Hold
8
– – ﹤0.01% 825
2024
Q1 		$1.05K Hold
8
– – ﹤0.01% 736
2023
Q4 		$1.05K Buy
+8
New +$866 ﹤0.01% 788
2021
Q3 		$116K Buy
+1
New +$116 0.05% 308

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Gravity Asset Management's BX Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 235 shares — an estimated $36.2K sold.

Financial Gravity Asset Management first reported a position in BX in Q3 2021 and held it in 6 quarters. The position peaked at $116K in Q3 2021. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Financial Gravity Asset Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Financial Gravity Asset Management sold 235 Blackstone shares in Q1 2026, an estimated $36.2K.
  • Financial Gravity Asset Management first reported a position in Blackstone in Q3 2021 and held it in 6 quarters.
  • Financial Gravity Asset Management's Blackstone position peaked at $116K in Q3 2021.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.