Greenwood Gearhart’s Blackstone BX Stock Holding History

Greenwood Gearhart’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	-1,771	Closed	-$273K	–	135
2025 Q4	$273K	Buy	1,771 +81	+5%	+$12.3K	0.02%	92
2025 Q3	$289K	Hold	1,690	–	–	0.02%	93
2025 Q2	$253K	Buy	+1,690	New	+$232K	0.02%	94
2025 Q1	–	Sell	-1,385	Closed	-$239K	–	111
2024 Q4	$239K	Sell	1,385 -137	-9%	-$23.9K	0.02%	121
2024 Q3	$233K	Buy	+1,522	New	+$211K	0.02%	95
2024 Q1	–	Sell	-1,772	Closed	-$232K	–	129
2023 Q4	$232K	Buy	+1,772	New	+$192K	0.02%	87

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Greenwood Gearhart's BX Position: Q1 2026 in Review

Greenwood Gearhart sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,771 shares — an estimated $273K sold.

Greenwood Gearhart first reported a position in BX in Q4 2023 and held it in 6 quarters. The position peaked at $289K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Greenwood Gearhart reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Greenwood Gearhart sold 1,771 Blackstone shares in Q1 2026, an estimated $273K.
Greenwood Gearhart first reported a position in Blackstone in Q4 2023 and held it in 6 quarters.
Greenwood Gearhart's Blackstone position peaked at $289K in Q3 2025.
2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Greenwood Gearhart's 13F filing for Q1 2026, filed 7 May 2026.