Logan Capital Management’s Blackstone BX Stock Holding History

Logan Capital Management’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	-4,352	Closed	-$566K	–	311
2025 Q4	$671K	Hold	4,352	–	–	0.03%	225
2025 Q3	$744K	Buy	4,352 +227	+6%	+$38.9K	0.03%	228
2025 Q2	$617K	Hold	4,125	–	–	0.03%	227
2025 Q1	$577K	Hold	4,125	–	–	0.03%	236
2024 Q4	$711K	Hold	4,125	–	–	0.03%	233
2024 Q3	$632K	Hold	4,125	–	–	0.03%	237
2024 Q2	$511K	Hold	4,125	–	–	0.02%	244
2024 Q1	$542K	Hold	4,125	–	–	0.02%	242
2023 Q4	$540K	Buy	4,125 +1,125	+38%	+$122K	0.03%	243
2023 Q3	$321K	Buy	+3,000	New	+$312K	0.02%	260
2022 Q1	–	Sell	-270	Closed	-$35K	–	531
2021 Q4	$35K	Sell	270 -35	-11%	-$4.67K	﹤0.01%	386
2021 Q3	$35K	Buy	305 +150	+97%	+$17.4K	﹤0.01%	385
2021 Q2	$15K	Hold	155	–	–	﹤0.01%	433
2021 Q1	$12K	Buy	+155	New	+$10.7K	﹤0.01%	425

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

Logan Capital Management's BX Position: Q1 2026 in Review

Logan Capital Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 4,352 shares — an estimated $566K sold.

Logan Capital Management first reported a position in BX in Q1 2021 and held it in 14 quarters. The position peaked at $744K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Logan Capital Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 4,352 Blackstone shares in Q1 2026, an estimated $566K.
Logan Capital Management first reported a position in Blackstone in Q1 2021 and held it in 14 quarters.
Logan Capital Management's Blackstone position peaked at $744K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.