IBEX Wealth Advisors’s Blackstone BX Stock Holding History

IBEX Wealth 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	$5.98M	Buy	52,007 +4,170	+9%	+$543K	0.56%	64
2025 Q4	$7.37M	Buy	47,837 +651	+1%	+$98.9K	0.72%	49
2025 Q3	$8.06M	Buy	47,186 +803	+2%	+$138K	0.77%	33
2025 Q2	$6.94M	Buy	46,383 +3,704	+9%	+$509K	0.74%	48
2025 Q1	$5.97M	Buy	42,679 +807	+2%	+$131K	0.79%	45
2024 Q4	$7.22M	Buy	+41,872	New	+$7.3M	0.85%	35
2024 Q3	–	Sell	-37,764	Closed	-$4.68M	–	97
2024 Q2	$4.68M	Buy	+37,764	New	+$4.65M	0.73%	42
2024 Q1	–	Sell	-34	Closed	-$4.42K	–	118
2023 Q4	$4.42K	Sell	34 -3,130	-99%	-$339K	0.96%	40
2023 Q3	$339K	Buy	+3,164	New	+$329K	0.09%	95
2022 Q4	–	Sell	-20,486	Closed	-$1.72M	–	176
2022 Q3	$1.72M	Buy	+20,486	New	+$1.98M	0.45%	75
2021 Q4	–	Sell	-472	Closed	-$55K	–	222
2021 Q3	$55K	Buy	+472	New	+$54.8K	0.01%	264

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

IBEX Wealth Advisors's BX Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Blackstone (BX) stake by 8.7% in Q1 2026, buying an estimated $543K and bringing the position to 52,007 shares worth $5.98M. The position accounts for 0.56% of the portfolio, ranked #64.

IBEX Wealth Advisors first reported a position in BX in Q3 2021 and has held it in 11 quarters since. The position peaked at $8.06M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

IBEX Wealth Advisors held 52,007 shares of Blackstone worth $5.98M as of Q1 2026.
IBEX Wealth Advisors bought 4,170 Blackstone shares in Q1 2026, an estimated $543K.
Blackstone made up 0.56% of IBEX Wealth Advisors's portfolio in Q1 2026, its #64 holding.
IBEX Wealth Advisors first reported a position in Blackstone in Q3 2021 and has held it in 11 quarters since.
IBEX Wealth Advisors's Blackstone position peaked at $8.06M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.