Insigneo Advisory Services’s Blackstone BX Stock Holding History

Insigneo Advisory Services’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	$4.05M	Buy	35,203 +2,236	+7%	+$291K	0.29%	57
2025 Q4	$5.08M	Buy	32,967 +493	+2%	+$74.9K	0.36%	40
2025 Q3	$5.55M	Sell	32,474 -132	-0.4%	-$22.6K	0.39%	39
2025 Q2	$4.88M	Sell	32,606 -587	-2%	-$80.7K	0.42%	38
2025 Q1	$4.64M	Sell	33,193 -4,270	-11%	-$693K	0.48%	32
2024 Q4	$6.46M	Buy	37,463 +2,745	+8%	+$478K	0.67%	21
2024 Q3	$5.32M	Buy	34,718 +544	+2%	+$75.5K	0.54%	24
2024 Q2	$4.43M	Buy	34,174 +1,453	+4%	+$179K	0.5%	31
2024 Q1	$4.3M	Buy	32,721 +492	+2%	+$61.4K	0.51%	33
2023 Q4	$4.22M	Buy	32,229 +820	+3%	+$88.7K	0.59%	28
2023 Q3	$3.37M	Buy	31,409 +245	+0.8%	+$25.5K	0.69%	23
2023 Q2	$2.9M	Buy	31,164 +21,388	+219%	+$1.85M	0.56%	29
2023 Q1	$859K	Buy	9,776 +2,291	+31%	+$202K	0.27%	75
2022 Q4	$555K	Buy	+7,485	New	+$646K	0.21%	105

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

Insigneo Advisory Services's BX Position: Q1 2026 in Review

Insigneo Advisory Services increased its Blackstone (BX) stake by 6.8% in Q1 2026, buying an estimated $291K and bringing the position to 35,203 shares worth $4.05M. The position accounts for 0.29% of the portfolio, ranked #57.

Insigneo Advisory Services first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.46M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Insigneo Advisory Services held 35,203 shares of Blackstone worth $4.05M as of Q1 2026.
Insigneo Advisory Services bought 2,236 Blackstone shares in Q1 2026, an estimated $291K.
Blackstone made up 0.29% of Insigneo Advisory Services's portfolio in Q1 2026, its #57 holding.
Insigneo Advisory Services first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Blackstone position peaked at $6.46M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.