Mark Sheptoff Financial Planning’s Blackstone BX Stock Holding History

Mark Sheptoff Financial Planning’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	$552K	Sell	4,500 -100	-2%	-$13K	0.29%	58
2025 Q4	$709K	Sell	4,600 -1,575	-26%	-$239K	0.34%	46
2025 Q3	$1.05M	Hold	6,175	–	–	0.5%	33
2025 Q2	$924K	Buy	6,175 +1,025	+20%	+$141K	0.49%	36
2025 Q1	$720K	Hold	5,150	–	–	0.4%	44
2024 Q4	$888K	Hold	5,150	–	–	0.48%	40
2024 Q3	$789K	Hold	5,150	–	–	0.42%	46
2024 Q2	$638K	Hold	5,150	–	–	0.36%	51
2024 Q1	$677K	Buy	5,150 +550	+12%	+$68.7K	0.38%	50
2023 Q4	$602K	Hold	4,600	–	–	0.36%	46
2023 Q3	$493K	Hold	4,600	–	–	0.32%	48
2023 Q2	$428K	Sell	4,600 -200	-4%	-$17.3K	0.24%	59
2023 Q1	$422K	Hold	4,800	–	–	0.24%	63
2022 Q4	$356K	Sell	4,800 -700	-13%	-$60.5K	0.21%	69
2022 Q3	$460K	Hold	5,500	–	–	0.28%	57
2022 Q2	$502K	Sell	5,500 -100	-2%	-$10.8K	0.29%	59
2022 Q1	$711K	Sell	5,600 -225	-4%	-$27.4K	0.36%	49
2021 Q4	$754K	Hold	5,825	–	–	0.36%	52
2021 Q3	$678K	Sell	5,825 -400	-6%	-$46.4K	0.37%	50
2021 Q2	$605K	Buy	6,225 +125	+2%	+$11.1K	0.32%	58
2021 Q1	$455K	Sell	6,100 -200	-3%	-$13.8K	0.26%	64
2020 Q4	$408K	Hold	6,300	–	–	0.23%	66
2020 Q3	$329K	Sell	6,300 -350	-5%	-$18.7K	0.2%	69
2020 Q2	$377K	Sell	6,650 -100	-1%	-$5.26K	0.24%	63
2020 Q1	$308K	Sell	6,750 -950	-12%	-$52.5K	0.23%	61
2019 Q4	$431K	Hold	7,700	–	–	0.27%	60
2019 Q3	$376K	Buy	+7,700	New	+$376K	0.25%	62
2019 Q2	–	Sell	-9,500	Closed	-$332K	–	350
2019 Q1	$332K	Hold	9,500	–	–	0.24%	72
2018 Q4	$283K	Buy	9,500 +3,600	+61%	+$119K	0.24%	68
2018 Q3	$225K	Hold	5,900	–	–	0.15%	95
2018 Q2	$190K	Sell	5,900 -500	-8%	-$15.9K	0.14%	98
2018 Q1	$204K	Sell	6,400 -300	-4%	-$10.2K	0.14%	98
2017 Q4	$215K	Hold	6,700	–	–	0.14%	101
2017 Q3	$224K	Hold	6,700	–	–	0.15%	106
2017 Q2	$223K	Sell	6,700 -1	-0%	-$31	0.15%	106
2017 Q1	$199K	Buy	6,701 +201	+3%	+$6.05K	0.14%	105
2016 Q4	$176K	Hold	6,500	–	–	0.13%	108
2016 Q3	$166K	Hold	6,500	–	–	0.12%	105
2016 Q2	$160K	Hold	6,500	–	–	0.12%	102
2016 Q1	$182K	Hold	6,500	–	–	0.15%	90
2015 Q4	$190K	Sell	6,500 -124	-2%	-$3.95K	0.15%	95
2015 Q3	$206K	Sell	6,624 -509	-7%	-$18.4K	0.18%	90
2015 Q2	$286K	Buy	7,133 +3,261	+84%	+$134K	0.23%	89
2015 Q1	$148K	Hold	3,872	–	–	0.12%	113
2014 Q4	$129K	Hold	3,872	–	–	0.11%	115
2014 Q3	$120K	Hold	3,872	–	–	0.11%	131
2014 Q2	$127K	Hold	3,872	–	–	0.11%	126
2014 Q1	$126K	Buy	+3,872	New	+$124K	0.11%	129

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

Mark Sheptoff Financial Planning's BX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its Blackstone (BX) stake by 2.2% in Q1 2026, selling an estimated $13K and leaving 4,500 shares worth $552K. The position accounts for 0.29% of the portfolio, ranked #58.

Mark Sheptoff Financial Planning first reported a position in BX in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.05M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Mark Sheptoff Financial Planning held 4,500 shares of Blackstone worth $552K as of Q1 2026.
Mark Sheptoff Financial Planning sold 100 Blackstone shares in Q1 2026, an estimated $13K.
Blackstone made up 0.29% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #58 holding.
Mark Sheptoff Financial Planning first reported a position in Blackstone in Q1 2014 and has held it in 48 quarters since.
Mark Sheptoff Financial Planning's Blackstone position peaked at $1.05M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.