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Leonard Rickey Investment Advisors’s Blackstone BX Stock Holding History

Leonard Rickey Investment 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 		– Sell
-1,420
Closed -$219K – 122
2025
Q4 		$219K Sell
1,420
-24
-2% -$3.65K 0.04% 109
2025
Q3 		$247K Buy
+1,444
New +$247K 0.05% 101

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

Leonard Rickey Investment Advisors's BX Position: Q1 2026 in Review

Leonard Rickey Investment Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,420 shares — an estimated $219K sold.

Leonard Rickey Investment Advisors first reported a position in BX in Q3 2025 and held it in 2 quarters. The position peaked at $247K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Leonard Rickey Investment Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 1,420 Blackstone shares in Q1 2026, an estimated $219K.
  • Leonard Rickey Investment Advisors first reported a position in Blackstone in Q3 2025 and held it in 2 quarters.
  • Leonard Rickey Investment Advisors's Blackstone position peaked at $247K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.