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Mason & Associates (California)’s Blackstone BX Stock Holding History

Mason & Associates (California)’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
-2,548
Closed -$393K – 163
2025
Q4 		$393K Buy
2,548
+962
+61% +$146K 0.07% 117
2025
Q3 		$271K Sell
1,586
-16
-1% -$2.74K 0.05% 114
2025
Q2 		$240K Sell
1,602
-60
-4% -$8.24K 0.06% 109
2025
Q1 		$232K Sell
1,662
-52
-3% -$8.44K 0.06% 104
2024
Q4 		$296K Hold
1,714
– – 0.07% 89
2024
Q3 		$262K Hold
1,714
– – 0.07% 97
2024
Q2 		$212K Buy
+1,714
New +$211K 0.06% 104

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mason & Associates (California)'s BX Position: Q1 2026 in Review

Mason & Associates (California) sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,548 shares — an estimated $393K sold.

Mason & Associates (California) first reported a position in BX in Q2 2024 and held it in 7 quarters. The position peaked at $393K in Q4 2025. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Mason & Associates (California) reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 2,548 Blackstone shares in Q1 2026, an estimated $393K.
  • Mason & Associates (California) first reported a position in Blackstone in Q2 2024 and held it in 7 quarters.
  • Mason & Associates (California)'s Blackstone position peaked at $393K in Q4 2025.
  • 2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.