Hoertkorn Richard Charles’s Blackstone BX Stock Holding History

Hoertkorn Richard Charles’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	-1,000	Closed	-$154K	–	76
2025 Q4	$154K	Sell	1,000 -175	-15%	-$26.6K	0.06%	44
2025 Q3	$201K	Hold	1,175	–	–	0.08%	42
2025 Q2	$176K	Hold	1,175	–	–	0.07%	43
2025 Q1	$164K	Hold	1,175	–	–	0.08%	43
2024 Q4	$203K	Hold	1,175	–	–	0.08%	41
2024 Q3	$180K	Hold	1,175	–	–	0.08%	43
2024 Q2	$145K	Hold	1,175	–	–	0.06%	46
2024 Q1	$154K	Sell	1,175 -225	-16%	-$28.1K	0.07%	46
2023 Q4	$183K	Hold	1,400	–	–	0.08%	44
2023 Q3	$150K	Hold	1,400	–	–	0.08%	45
2023 Q2	$130K	Buy	1,400 +400	+40%	+$34.6K	0.06%	49
2023 Q1	$87.8K	Hold	1,000	–	–	0.05%	53
2022 Q4	$74.2K	Buy	+1,000	New	+$86.4K	0.04%	54

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

Hoertkorn Richard Charles's BX Position: Q1 2026 in Review

Hoertkorn Richard Charles sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,000 shares — an estimated $154K sold.

Hoertkorn Richard Charles first reported a position in BX in Q4 2022 and held it in 13 quarters. The position peaked at $203K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Hoertkorn Richard Charles reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Hoertkorn Richard Charles sold 1,000 Blackstone shares in Q1 2026, an estimated $154K.
Hoertkorn Richard Charles first reported a position in Blackstone in Q4 2022 and held it in 13 quarters.
Hoertkorn Richard Charles's Blackstone position peaked at $203K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Hoertkorn Richard Charles's 13F filing for Q1 2026, filed 30 Apr 2026.