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Insight Advisors’s Blackstone BX Stock Holding History

Insight 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
2025
Q3 		– Sell
-600
Closed -$89.7K – 291
2025
Q2 		$89.7K Buy
+600
New +$82.4K 0.01% 284
2023
Q2 		– Sell
-600
Closed -$52.7K – 290
2023
Q1 		$52.7K Hold
600
– – 0.01% 296
2022
Q4 		$989 Buy
+600
New +$51.8K ﹤0.01% 316

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

Insight Advisors's BX Position: Q1 2026 in Review

Insight Advisors reduced its Blackstone (BX) stake by 23% in Q1 2026, selling an estimated $439K and leaving 11,465 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #57.

Insight Advisors first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.55M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Insight Advisors held 11,465 shares of Blackstone worth $1.32M as of Q1 2026.
  • Insight Advisors sold 3,376 Blackstone shares in Q1 2026, an estimated $439K.
  • Blackstone made up 0.25% of Insight Advisors's portfolio in Q1 2026, its #57 holding.
  • Insight Advisors first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's Blackstone position peaked at $2.55M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.