Integrated Investment Consultants’s Blackstone BX Stock Holding History

Integrated Investment Consultants’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	-1,487	Closed	-$229K	–	268
2025 Q4	$229K	Sell	1,487 -325	-18%	-$49.4K	0.05%	244
2025 Q3	$310K	Buy	1,812 +195	+12%	+$33.4K	0.05%	242
2025 Q2	$242K	Hold	1,617	–	–	0.05%	279
2025 Q1	$226K	Hold	1,617	–	–	0.05%	292
2024 Q4	$279K	Buy	1,617 +100	+7%	+$17.4K	0.06%	244
2024 Q3	$232K	Buy	+1,517	New	+$210K	0.05%	266
2022 Q2	–	Sell	-6,199	Closed	-$787K	–	255
2022 Q1	$787K	Sell	6,199 -1,824	-23%	-$222K	0.21%	76
2021 Q4	$1.04M	Buy	8,023 +1,776	+28%	+$237K	0.28%	55
2021 Q3	$727K	Buy	6,247 +3,745	+150%	+$435K	0.21%	82
2021 Q2	$243K	Buy	+2,502	New	+$222K	0.07%	238
2018 Q2	–	Sell	-5,100	Closed	-$163K	–	241
2018 Q1	$163K	Buy	+5,100	New	+$174K	0.06%	223
2017 Q3	$170K	Hold	5,100	–	–	0.07%	185
2017 Q2	$170K	Buy	5,100 +1,900	+59%	+$59.6K	0.08%	177
2017 Q1	$95K	Hold	3,200	–	–	0.04%	297
2016 Q4	$86K	Hold	3,200	–	–	0.04%	304
2016 Q3	$76K	Hold	3,200	–	–	0.04%	324
2016 Q2	$79K	Sell	3,200 -100	-3%	-$2.66K	0.04%	320
2016 Q1	$88K	Buy	+3,300	New	+$87.2K	0.05%	259

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

Integrated Investment Consultants's BX Position: Q1 2026 in Review

Integrated Investment Consultants sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,487 shares — an estimated $229K sold.

Integrated Investment Consultants first reported a position in BX in Q1 2016 and held it in 18 quarters. The position peaked at $1.04M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Integrated Investment Consultants reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Integrated Investment Consultants sold 1,487 Blackstone shares in Q1 2026, an estimated $229K.
Integrated Investment Consultants first reported a position in Blackstone in Q1 2016 and held it in 18 quarters.
Integrated Investment Consultants's Blackstone position peaked at $1.04M in Q4 2021.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.