Granite Bay Wealth Management’s Blackstone BX Stock Holding History

Granite Bay Wealth Management’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	$5.26M	Buy	45,645 +11,447	+33%	+$1.49M	1.12%	28
2025 Q4	$5.27M	Buy	34,198 +6,041	+21%	+$918K	1.27%	27
2025 Q3	$4.81M	Buy	+28,157	New	+$4.82M	1.25%	27
2024 Q2	–	Sell	-11,528	Closed	-$1.51M	–	72
2024 Q1	$1.51M	Sell	11,528 -1,554,798	-99%	-$194M	0.86%	28
2023 Q4	$170M	Buy	1,566,326 +401,011	+34%	+$43.4M	1.52%	20
2023 Q3	$122M	Buy	1,165,315 +1,157,411	+14,643%	+$121M	1.2%	22
2023 Q2	$735K	Buy	7,904 +453	+6%	+$39.1K	0.68%	21
2023 Q1	$654K	Buy	7,451 +1,835	+33%	+$162K	0.46%	36
2022 Q4	$417K	Buy	+5,616	New	+$485K	0.27%	40

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Granite Bay Wealth Management's BX Position: Q1 2026 in Review

Granite Bay Wealth Management increased its Blackstone (BX) stake by 33% in Q1 2026, buying an estimated $1.49M and bringing the position to 45,645 shares worth $5.26M. The position accounts for 1.12% of the portfolio, ranked #28.

Granite Bay Wealth Management first reported a position in BX in Q4 2022 and has held it in 9 quarters since. The position peaked at $170M in Q4 2023. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Granite Bay Wealth Management held 45,645 shares of Blackstone worth $5.26M as of Q1 2026.
Granite Bay Wealth Management bought 11,447 Blackstone shares in Q1 2026, an estimated $1.49M.
Blackstone made up 1.12% of Granite Bay Wealth Management's portfolio in Q1 2026, its #28 holding.
Granite Bay Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 9 quarters since.
Granite Bay Wealth Management's Blackstone position peaked at $170M in Q4 2023.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Granite Bay Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.