Liontrust Investment Partners’s Blackstone BX Stock Holding History

Liontrust Investment Partners’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	-166,425	Closed	-$25.7M	–	205
2025 Q4	$25.7M	Buy	166,425 +50,240	+43%	+$7.63M	0.38%	63
2025 Q3	$19.9M	Buy	116,185 +85,782	+282%	+$14.7M	0.29%	74
2025 Q2	$4.55M	Sell	30,403 -105,071	-78%	-$14.4M	0.07%	126
2025 Q1	$18.9M	Buy	135,474 +62,601	+86%	+$10.2M	0.3%	66
2024 Q4	$12.6M	Buy	72,873 +21,560	+42%	+$3.76M	0.18%	87
2024 Q3	$6.35M	Hold	51,313	–	–	0.09%	113
2024 Q2	$6.35M	Buy	+51,313	New	+$6.31M	0.09%	113
2023 Q4	–	Sell	-71,000	Closed	-$7.61M	–	194
2023 Q3	$7.61M	Sell	71,000 -54,000	-43%	-$5.62M	0.12%	101
2023 Q2	$11.6M	Buy	125,000 +25,000	+25%	+$2.16M	0.17%	84
2023 Q1	$8.78M	Buy	+100,000	New	+$8.83M	0.13%	108

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Liontrust Investment Partners's BX Position: Q1 2026 in Review

Liontrust Investment Partners sold out of Blackstone (BX) in Q1 2026, closing a stake of 166,425 shares — an estimated $25.7M sold.

Liontrust Investment Partners first reported a position in BX in Q1 2023 and held it in 10 quarters. The position peaked at $25.7M in Q4 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Liontrust Investment Partners reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Liontrust Investment Partners sold 166,425 Blackstone shares in Q1 2026, an estimated $25.7M.
Liontrust Investment Partners first reported a position in Blackstone in Q1 2023 and held it in 10 quarters.
Liontrust Investment Partners's Blackstone position peaked at $25.7M in Q4 2025.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.