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Foundations Investment Advisors’s Blackstone BX Stock Holding History

Foundations Investment 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 		$17M Buy
148,197
+31,201
+27% +$4.06M 0.21% 109
2025
Q4 		$18M Buy
116,996
+21,913
+23% +$3.33M 0.24% 94
2025
Q3 		$16.2M Buy
95,083
+8,742
+10% +$1.5M 0.24% 102
2025
Q2 		$12.9M Buy
86,341
+22,461
+35% +$3.09M 0.2% 115
2025
Q1 		$8.93M Buy
63,880
+14,214
+29% +$2.31M 0.16% 134
2024
Q4 		$8.56M Buy
49,666
+7,446
+18% +$1.3M 0.17% 125
2024
Q3 		$6.47M Buy
42,220
+4,936
+13% +$685K 0.14% 135
2024
Q2 		$4.62M Buy
37,284
+3,483
+10% +$429K 0.11% 146
2024
Q1 		$4.44M Sell
33,801
-967
-3% -$121K 0.12% 148
2023
Q4 		$4.32M Sell
34,768
-8,643
-20% -$935K 0.12% 137
2023
Q3 		$4.65M Sell
43,411
-1,893
-4% -$197K 0.14% 118
2023
Q2 		$4.21M Buy
45,304
+6,763
+18% +$584K 0.14% 104
2023
Q1 		$3.39M Buy
38,541
+8,518
+28% +$752K 0.12% 112
2022
Q4 		$2.23M Buy
30,023
+19,642
+189% +$1.7M 0.09% 119
2022
Q3 		$869K Buy
10,381
+2,525
+32% +$245K 0.04% 185
2022
Q2 		$738K Buy
+7,856
New +$848K 0.03% 177
2021
Q3 		– Sell
-5,184
Closed -$517K – 316
2021
Q2 		$517K Buy
5,184
+847
+20% +$75.2K 0.02% 165
2021
Q1 		$326K Buy
+4,337
New +$299K 0.02% 170

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

Foundations Investment Advisors's BX Position: Q1 2026 in Review

Foundations Investment Advisors increased its Blackstone (BX) stake by 27% in Q1 2026, buying an estimated $4.06M and bringing the position to 148,197 shares worth $17M. The position accounts for 0.21% of the portfolio, ranked #109.

Foundations Investment Advisors first reported a position in BX in Q1 2021 and has held it in 18 quarters since. The position peaked at $18M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Foundations Investment Advisors held 148,197 shares of Blackstone worth $17M as of Q1 2026.
  • Foundations Investment Advisors bought 31,201 Blackstone shares in Q1 2026, an estimated $4.06M.
  • Blackstone made up 0.21% of Foundations Investment Advisors's portfolio in Q1 2026, its #109 holding.
  • Foundations Investment Advisors first reported a position in Blackstone in Q1 2021 and has held it in 18 quarters since.
  • Foundations Investment Advisors's Blackstone position peaked at $18M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.