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Medallion Wealth Advisors’s Blackstone BX Stock Holding History

Medallion Wealth Advisors’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 		$374K Buy
3,252
+13
+0.4% +$1.69K 0.12% 162
2025
Q4 		$499K Sell
3,239
-29
-0.9% -$4.41K 0.17% 124
2025
Q3 		$558K Buy
3,268
+9
+0.3% +$1.54K 0.2% 114
2025
Q2 		$489K Buy
3,259
+21
+0.6% +$2.88K 0.19% 122
2025
Q1 		$454K Buy
3,238
+358
+12% +$58.1K 0.21% 113
2024
Q4 		$410K Buy
+2,880
New +$502K 0.2% 109

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Medallion Wealth Advisors's BX Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Blackstone (BX) stake by 0.4% in Q1 2026, buying an estimated $1.69K and bringing the position to 3,252 shares worth $374K. The position accounts for 0.12% of the portfolio, ranked #162.

Medallion Wealth Advisors first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $558K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Medallion Wealth Advisors held 3,252 shares of Blackstone worth $374K as of Q1 2026.
  • Medallion Wealth Advisors bought 13 Blackstone shares in Q1 2026, an estimated $1.69K.
  • Blackstone made up 0.12% of Medallion Wealth Advisors's portfolio in Q1 2026, its #162 holding.
  • Medallion Wealth Advisors first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Blackstone position peaked at $558K in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.