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Garton & Associates Financial Advisors’s Blackstone BX Stock Holding History

Garton & Associates Financial 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 		– Sell
-1,816
Closed -$280K – 206
2025
Q4 		$280K Buy
+1,816
New +$276K 0.16% 92

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

Garton & Associates Financial Advisors's BX Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,816 shares — an estimated $280K sold.

Garton & Associates Financial Advisors first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $280K in Q4 2025. 2,136 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,816 Blackstone shares in Q1 2026, an estimated $280K.
  • Garton & Associates Financial Advisors first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Blackstone position peaked at $280K in Q4 2025.
  • 2,136 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.