Madison Asset Management’s Blackstone BX Stock Holding History

Madison Asset 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	-1,721	Closed	-$265K	–	355
2025 Q4	$265K	Hold	1,721	–	–	﹤0.01%	332
2025 Q3	$294K	Hold	1,721	–	–	﹤0.01%	322
2025 Q2	$257K	Sell	1,721 -10	-0.6%	-$1.37K	﹤0.01%	322
2025 Q1	$242K	Hold	1,731	–	–	﹤0.01%	330
2024 Q4	$298K	Hold	1,731	–	–	﹤0.01%	320
2024 Q3	$265K	Buy	1,731 +10	+0.6%	+$1.39K	﹤0.01%	316
2024 Q2	$213K	Hold	1,721	–	–	﹤0.01%	322
2024 Q1	$226K	Hold	1,721	–	–	﹤0.01%	326
2023 Q4	$225K	Sell	1,721 -279	-14%	-$30.2K	﹤0.01%	319
2023 Q3	$214K	Buy	+2,000	New	+$208K	﹤0.01%	318
2022 Q2	–	Sell	-2,000	Closed	-$254K	–	364
2022 Q1	$254K	Hold	2,000	–	–	﹤0.01%	305
2021 Q4	$259K	Hold	2,000	–	–	﹤0.01%	310
2021 Q3	$233K	Buy	+2,000	New	+$232K	﹤0.01%	306

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

Madison Asset Management's BX Position: Q1 2026 in Review

Madison Asset Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,721 shares — an estimated $265K sold.

Madison Asset Management first reported a position in BX in Q3 2021 and held it in 13 quarters. The position peaked at $298K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Madison Asset Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Madison Asset Management sold 1,721 Blackstone shares in Q1 2026, an estimated $265K.
Madison Asset Management first reported a position in Blackstone in Q3 2021 and held it in 13 quarters.
Madison Asset Management's Blackstone position peaked at $298K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Madison Asset Management's 13F filing for Q1 2026, filed 7 May 2026.