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FRG Family Wealth Advisors’s Blackstone BX Stock Holding History

FRG Family 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 		$971K Sell
8,440
-1,380
-14% -$180K 0.16% 89
2025
Q4 		$1.51M Buy
9,820
+3
+0% +$456 0.24% 66
2025
Q3 		$1.68M Buy
9,817
+2
+0% +$343 0.27% 58
2025
Q2 		$1.47M Buy
9,815
+2
+0% +$275 0.26% 61
2025
Q1 		$1.37M Buy
9,813
+3
+0% +$487 0.27% 60
2024
Q4 		$1.69M Buy
9,810
+2
+0% +$348 0.31% 52
2024
Q3 		$1.5M Hold
9,808
– – 0.27% 59
2024
Q2 		$1.28M Buy
9,808
+4
+0% +$492 0.25% 64
2024
Q1 		$1.14M Buy
9,804
+2
+0% +$250 0.22% 69
2023
Q4 		$1.28M Sell
9,802
-198
-2% -$21.4K 0.26% 61
2023
Q3 		$1.07M Buy
10,000
+3
+0% +$312 0.24% 71
2023
Q2 		$929K Buy
9,997
+2
+0% +$173 0.2% 79
2023
Q1 		$878K Buy
9,995
+3
+0% +$265 0.2% 81
2022
Q4 		$741K Buy
9,992
+3
+0% +$259 0.18% 91
2022
Q3 		$836K Buy
9,989
+4
+0% +$387 0.21% 80
2022
Q2 		$911K Buy
9,985
+878
+10% +$94.8K 0.21% 77
2022
Q1 		$1.16M Buy
9,107
+159
+2% +$19.4K 0.22% 69
2021
Q4 		$1.16M Sell
8,948
-323
-3% -$43.1K 0.22% 70
2021
Q3 		$1.08M Buy
9,271
+1
+0% +$116 0.21% 68
2021
Q2 		$900K Buy
9,270
+3
+0% +$266 0.17% 82
2021
Q1 		$691K Buy
9,267
+4
+0% +$276 0.14% 88
2020
Q4 		$600K Buy
9,263
+2
+0% +$116 0.13% 89
2020
Q3 		$483K Buy
9,261
+2
+0% +$107 0.12% 93
2020
Q2 		$525K Buy
9,259
+2
+0% +$105 0.14% 90
2020
Q1 		$422K Buy
9,257
+2
+0% +$111 0.13% 90
2019
Q4 		$518K Buy
9,255
+3
+0% +$156 0.13% 91
2019
Q3 		$452K Buy
9,252
+2
+0% +$98 0.12% 92
2019
Q2 		$411K Sell
9,250
-1,997
-18% -$79.6K 0.11% 95
2019
Q1 		$393K Buy
11,247
+4
+0% +$133 0.11% 99
2018
Q4 		$335K Sell
11,243
-631
-5% -$20.9K 0.11% 103
2018
Q3 		$452K Buy
11,874
+4
+0% +$145 0.12% 102
2018
Q2 		$382K Sell
11,870
-2,047
-15% -$65.1K 0.11% 116
2018
Q1 		$445K Buy
13,917
+206
+2% +$7.02K 0.15% 108
2017
Q4 		$439K Buy
13,711
+3
+0% +$98 0.14% 109
2017
Q3 		$457K Sell
13,708
-1,497
-10% -$49.3K 0.16% 104
2017
Q2 		$507K Sell
15,205
-4,883
-24% -$153K 0.19% 101
2017
Q1 		$596K Sell
20,088
-257
-1% -$7.73K 0.23% 93
2016
Q4 		$550K Sell
20,345
-4,295
-17% -$111K 0.23% 91
2016
Q3 		$629K Sell
24,640
-1,375
-5% -$36.3K 0.28% 87
2016
Q2 		$638K Sell
26,015
-600
-2% -$16K 0.29% 88
2016
Q1 		$744K Buy
26,615
+1,225
+5% +$32.4K 0.36% 81
2015
Q4 		$742K Buy
+25,390
New +$809K 0.36% 82

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

FRG Family Wealth Advisors's BX Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Blackstone (BX) stake by 14% in Q1 2026, selling an estimated $180K and leaving 8,440 shares worth $971K. The position accounts for 0.16% of the portfolio, ranked #89.

FRG Family Wealth Advisors first reported a position in BX in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.69M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • FRG Family Wealth Advisors held 8,440 shares of Blackstone worth $971K as of Q1 2026.
  • FRG Family Wealth Advisors sold 1,380 Blackstone shares in Q1 2026, an estimated $180K.
  • Blackstone made up 0.16% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #89 holding.
  • FRG Family Wealth Advisors first reported a position in Blackstone in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Blackstone position peaked at $1.69M in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.