Highland Financial Advisors’s Blackstone BX Stock Holding History

Highland 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	-1,613	Closed	-$249K	–	69
2025 Q4	$249K	Buy	+1,613	New	+$245K	0.07%	58

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

Highland Financial Advisors's BX Position: Q1 2026 in Review

Highland Financial Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,613 shares — an estimated $249K sold.

Highland Financial Advisors first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $249K in Q4 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Highland Financial Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Highland Financial Advisors sold 1,613 Blackstone shares in Q1 2026, an estimated $249K.
Highland Financial Advisors first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
Highland Financial Advisors's Blackstone position peaked at $249K in Q4 2025.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Highland Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.