Journey Strategic Wealth’s Blackstone BX Stock Holding History

Journey Strategic Wealth’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	$612K	Buy	5,318 +109	+2%	+$14.2K	0.02%	291
2025 Q4	$803K	Buy	5,209 +83	+2%	+$12.6K	0.02%	215
2025 Q3	$876K	Buy	5,126 +57	+1%	+$9.77K	0.02%	189
2025 Q2	$758K	Buy	5,069 +2,182	+76%	+$300K	0.02%	210
2025 Q1	$404K	Sell	2,887 -85	-3%	-$13.8K	0.01%	271
2024 Q4	$512K	Sell	2,972 -1,220	-29%	-$213K	0.02%	212
2024 Q3	$642K	Buy	4,192 +1,644	+65%	+$228K	0.02%	183
2024 Q2	$315K	Buy	2,548 +11	+0.4%	+$1.35K	0.01%	239
2024 Q1	$333K	Buy	+2,537	New	+$317K	0.01%	172

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

Journey Strategic Wealth's BX Position: Q1 2026 in Review

Journey Strategic Wealth increased its Blackstone (BX) stake by 2.1% in Q1 2026, buying an estimated $14.2K and bringing the position to 5,318 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #291.

Journey Strategic Wealth first reported a position in BX in Q1 2024 and has held it in 9 quarters since. The position peaked at $876K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Journey Strategic Wealth held 5,318 shares of Blackstone worth $612K as of Q1 2026.
Journey Strategic Wealth bought 109 Blackstone shares in Q1 2026, an estimated $14.2K.
Blackstone made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #291 holding.
Journey Strategic Wealth first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's Blackstone position peaked at $876K in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.