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Gladstone Institutional Advisory’s Blackstone BX Stock Holding History

Gladstone Institutional Advisory’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 		$814K Buy
7,081
+1,140
+19% +$148K 0.03% 421
2025
Q4 		$916K Sell
5,941
-25
-0.4% -$3.8K 0.03% 381
2025
Q3 		$1.02M Sell
5,966
-124
-2% -$21.2K 0.04% 362
2025
Q2 		$911K Buy
6,090
+39
+0.6% +$5.36K 0.04% 361
2025
Q1 		$846K Buy
6,051
+39
+0.6% +$6.33K 0.04% 363
2024
Q4 		$1.04M Sell
6,012
-218
-3% -$38K 0.05% 324
2024
Q3 		$954K Buy
6,230
+165
+3% +$22.9K 0.05% 329
2024
Q2 		$751K Buy
6,065
+420
+7% +$51.7K 0.04% 343
2024
Q1 		$742K Sell
5,645
-2,039
-27% -$255K 0.04% 334
2023
Q4 		$1.01M Buy
7,684
+215
+3% +$23.3K 0.06% 287
2023
Q3 		$800K Sell
7,469
-18,374
-71% -$1.91M 0.05% 301
2023
Q2 		$2.4M Buy
25,843
+6,727
+35% +$581K 0.15% 178
2023
Q1 		$1.68M Sell
19,116
-5,030
-21% -$444K 0.11% 215
2022
Q4 		$1.79M Sell
24,146
-3,167
-12% -$274K 0.13% 197
2022
Q3 		$2.29M Buy
27,313
+4,540
+20% +$440K 0.18% 144
2022
Q2 		$2.08M Sell
22,773
-658
-3% -$71.1K 0.16% 158
2022
Q1 		$2.97M Buy
23,431
+19,114
+443% +$2.33M 0.2% 131
2021
Q4 		$559K Sell
4,317
-62
-1% -$8.27K 0.04% 361
2021
Q3 		$509K Buy
4,379
+342
+8% +$39.7K 0.05% 318
2021
Q2 		$392K Buy
+4,037
New +$359K 0.05% 342
2020
Q2 		– Sell
-5,311
Closed -$242K – 251
2020
Q1 		$242K Sell
5,311
-1,993
-27% -$110K 0.06% 219
2019
Q4 		$409K Sell
7,304
-1,091
-13% -$56.6K 0.1% 159
2019
Q3 		$410K Sell
8,395
-1,186
-12% -$57.8K 0.1% 168
2019
Q2 		$426K Buy
9,581
+3,500
+58% +$140K 0.13% 164
2019
Q1 		$213K Buy
+6,081
New +$203K 0.08% 196

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

Gladstone Institutional Advisory's BX Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its Blackstone (BX) stake by 19% in Q1 2026, buying an estimated $148K and bringing the position to 7,081 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #421.

Gladstone Institutional Advisory first reported a position in BX in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.97M in Q1 2022. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Gladstone Institutional Advisory held 7,081 shares of Blackstone worth $814K as of Q1 2026.
  • Gladstone Institutional Advisory bought 1,140 Blackstone shares in Q1 2026, an estimated $148K.
  • Blackstone made up 0.03% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #421 holding.
  • Gladstone Institutional Advisory first reported a position in Blackstone in Q1 2019 and has held it in 25 quarters since.
  • Gladstone Institutional Advisory's Blackstone position peaked at $2.97M in Q1 2022.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.