Horizon Wealth Management’s Blackstone BX Stock Holding History

Horizon 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	–	Sell	-1,439	Closed	-$222K	–	138
2025 Q4	$222K	Sell	1,439 -57	-4%	-$8.66K	0.03%	121
2025 Q3	$256K	Sell	1,496 -20	-1%	-$3.43K	0.04%	108
2025 Q2	$227K	Buy	+1,516	New	+$208K	0.04%	99
2022 Q3	–	Sell	-3,766	Closed	-$344K	–	78
2022 Q2	$344K	Buy	3,766 +818	+28%	+$88.3K	0.14%	69
2022 Q1	$374K	Buy	2,948 +41	+1%	+$5K	0.12%	68
2021 Q4	$376K	Buy	+2,907	New	+$388K	0.11%	69

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

Horizon Wealth Management's BX Position: Q1 2026 in Review

Horizon Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,439 shares — an estimated $222K sold.

Horizon Wealth Management first reported a position in BX in Q4 2021 and held it in 6 quarters. The position peaked at $376K in Q4 2021. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Horizon Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Horizon Wealth Management sold 1,439 Blackstone shares in Q1 2026, an estimated $222K.
Horizon Wealth Management first reported a position in Blackstone in Q4 2021 and held it in 6 quarters.
Horizon Wealth Management's Blackstone position peaked at $376K in Q4 2021.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Horizon Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.