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Flagship Wealth Advisors’s Blackstone BX Stock Holding History

Flagship Wealth Advisors’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 		$228K Sell
1,522
-924
-38% -$120K 0.1% 94
2025
Q4 		$377K Hold
2,446
– – 0.11% 91
2025
Q3 		$418K Buy
2,446
+424
+21% +$72.6K 0.14% 82
2025
Q2 		$302K Buy
2,022
+150
+8% +$20.6K 0.11% 91
2025
Q1 		$262K Buy
1,872
+50
+3% +$8.12K 0.11% 95
2024
Q4 		$314K Buy
+1,822
New +$317K 0.18% 70

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

Flagship Wealth Advisors's BX Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its Blackstone (BX) stake by 38% in Q1 2026, selling an estimated $120K and leaving 1,522 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #94.

Flagship Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $418K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Flagship Wealth Advisors held 1,522 shares of Blackstone worth $228K as of Q1 2026.
  • Flagship Wealth Advisors sold 924 Blackstone shares in Q1 2026, an estimated $120K.
  • Blackstone made up 0.1% of Flagship Wealth Advisors's portfolio in Q1 2026, its #94 holding.
  • Flagship Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Blackstone position peaked at $418K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.