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Herold Advisors’s Blackstone BX Stock Holding History

Herold 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 		$761K Sell
6,615
-39
-0.6% -$5.07K 0.17% 132
2025
Q4 		$1.03M Buy
6,654
+1,042
+19% +$158K 0.23% 107
2025
Q3 		$959K Buy
5,612
+503
+10% +$86.2K 0.22% 111
2025
Q2 		$764K Sell
5,109
-1,360
-21% -$187K 0.16% 142
2025
Q1 		$904K Sell
6,469
-278
-4% -$45.1K 0.2% 125
2024
Q4 		$1.16M Sell
6,747
-216
-3% -$37.6K 0.25% 107
2024
Q3 		$1.07M Buy
6,963
+5
+0.1% +$694 0.23% 121
2024
Q2 		$861K Buy
6,958
+6
+0.1% +$738 0.2% 136
2024
Q1 		$913K Sell
6,952
-372
-5% -$46.5K 0.22% 132
2023
Q4 		$959K Sell
7,324
-374
-5% -$40.5K 0.27% 111
2023
Q3 		$825K Sell
7,698
-144
-2% -$15K 0.25% 119
2023
Q2 		$729K Buy
7,842
+156
+2% +$13.5K 0.22% 120
2023
Q1 		$675K Buy
7,686
+5
+0.1% +$442 0.23% 107
2022
Q4 		$570K Buy
7,681
+2,006
+35% +$173K 0.24% 104
2022
Q3 		$475K Sell
5,675
-193
-3% -$18.7K 0.23% 108
2022
Q2 		$535K Buy
5,868
+357
+6% +$38.6K 0.24% 111
2022
Q1 		$700K Buy
5,511
+786
+17% +$95.9K 0.25% 102
2021
Q4 		$611K Hold
4,725
– – 0.24% 113
2021
Q3 		$549K Buy
+4,725
New +$548K 0.21% 117

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

Herold Advisors's BX Position: Q1 2026 in Review

Herold Advisors reduced its Blackstone (BX) stake by 0.59% in Q1 2026, selling an estimated $5.07K and leaving 6,615 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #132.

Herold Advisors first reported a position in BX in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Herold Advisors held 6,615 shares of Blackstone worth $761K as of Q1 2026.
  • Herold Advisors sold 39 Blackstone shares in Q1 2026, an estimated $5.07K.
  • Blackstone made up 0.17% of Herold Advisors's portfolio in Q1 2026, its #132 holding.
  • Herold Advisors first reported a position in Blackstone in Q3 2021 and has held it in 19 quarters since.
  • Herold Advisors's Blackstone position peaked at $1.16M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.