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Fort Sheridan Advisors’s Blackstone BX Stock Holding History

Fort Sheridan 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 		$13.8M Buy
120,091
+7,739
+7% +$1.01M 1.67% 12
2025
Q4 		$17.3M Buy
112,352
+125
+0.1% +$19K 2.2% 11
2025
Q3 		$19.2M Sell
112,227
-603
-0.5% -$103K 2.51% 10
2025
Q2 		$16.9M Sell
112,830
-2,616
-2% -$359K 2.4% 10
2025
Q1 		$16.1M Sell
115,446
-1,217
-1% -$198K 2.45% 9
2024
Q4 		$20.1M Buy
116,663
+4,335
+4% +$755K 2.94% 8
2024
Q3 		$17.2M Buy
112,328
+2,970
+3% +$412K 2.61% 9
2024
Q2 		$13.5M Buy
109,358
+3,927
+4% +$483K 2.19% 10
2024
Q1 		$13.9M Buy
105,431
+2,532
+2% +$316K 2.61% 9
2023
Q4 		$13.5M Buy
102,899
+9,505
+10% +$1.03M 2.69% 7
2023
Q3 		$10M Buy
93,394
+3,652
+4% +$380K 2.27% 8
2023
Q2 		$8.34M Sell
89,742
-3
-0% -$259 1.9% 12
2023
Q1 		$7.88M Buy
89,745
+22,264
+33% +$1.97M 2% 11
2022
Q4 		$5.01M Sell
67,481
-1,992
-3% -$172K 1.63% 14
2022
Q3 		$5.82M Buy
69,473
+6,753
+11% +$654K 1.96% 10
2022
Q2 		$5.72M Buy
62,720
+3,105
+5% +$335K 1.86% 11
2022
Q1 		$7.57M Buy
59,615
+2,118
+4% +$258K 2.22% 9
2021
Q4 		$7.44M Buy
57,497
+785
+1% +$105K 2.15% 11
2021
Q3 		$6.6M Buy
56,712
+1,405
+3% +$163K 2.16% 10
2021
Q2 		$5.37M Buy
55,307
+10,750
+24% +$955K 1.79% 12
2021
Q1 		$3.32M Buy
44,557
+3,970
+10% +$274K 1.32% 15
2020
Q4 		$2.63M Buy
40,587
+744
+2% +$43.3K 1.28% 17
2020
Q3 		$2.08M Sell
39,843
-199
-0.5% -$10.7K 1.23% 18
2020
Q2 		$2.27M Buy
40,042
+10
+0% +$526 1.39% 16
2020
Q1 		$1.82M Sell
40,032
-5,049
-11% -$279K 1.34% 18
2019
Q4 		$2.52M Sell
45,081
-3,300
-7% -$171K 1.35% 14
2019
Q3 		$2.36M Sell
48,381
-4,500
-9% -$219K 1.32% 14
2019
Q2 		$2.35M Buy
52,881
+5,624
+12% +$224K 1.36% 14
2019
Q1 		$1.65M Buy
47,257
+9,705
+26% +$324K 1.08% 18
2018
Q4 		$1.12M Buy
+37,552
New +$1.24M 0.79% 23

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

Fort Sheridan Advisors's BX Position: Q1 2026 in Review

Fort Sheridan Advisors increased its Blackstone (BX) stake by 6.9% in Q1 2026, buying an estimated $1.01M and bringing the position to 120,091 shares worth $13.8M. The position accounts for 1.67% of the portfolio, ranked #12.

Fort Sheridan Advisors first reported a position in BX in Q4 2018 and has held it in 30 quarters since. The position peaked at $20.1M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Fort Sheridan Advisors held 120,091 shares of Blackstone worth $13.8M as of Q1 2026.
  • Fort Sheridan Advisors bought 7,739 Blackstone shares in Q1 2026, an estimated $1.01M.
  • Blackstone made up 1.67% of Fort Sheridan Advisors's portfolio in Q1 2026, its #12 holding.
  • Fort Sheridan Advisors first reported a position in Blackstone in Q4 2018 and has held it in 30 quarters since.
  • Fort Sheridan Advisors's Blackstone position peaked at $20.1M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Fort Sheridan Advisors's 13F filing for Q1 2026, filed 6 May 2026.