Members Advisory Group’s Blackstone BX Stock Holding History

Members Advisory Group’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	-1,342	Closed	-$207K	–	37
2025 Q4	$207K	Hold	1,342	–	–	0.08%	30
2025 Q3	$229K	Buy	1,342 +2	+0.1%	+$343	0.08%	38
2025 Q2	$200K	Buy	+1,340	New	+$184K	0.08%	35
2025 Q1	–	Sell	-1,401	Closed	-$242K	–	33
2024 Q4	$242K	Buy	1,401 +1	+0.1%	+$174	0.1%	31
2024 Q3	$214K	Buy	+1,400	New	+$194K	0.11%	33
2023 Q4	–	Sell	-4,228	Closed	-$453K	–	21
2023 Q3	$453K	Buy	4,228 +379	+10%	+$39.5K	0.29%	16
2023 Q2	$358K	Buy	+3,849	New	+$332K	0.22%	18

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

Members Advisory Group's BX Position: Q1 2026 in Review

Members Advisory Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,342 shares — an estimated $207K sold.

Members Advisory Group first reported a position in BX in Q2 2023 and held it in 7 quarters. The position peaked at $453K in Q3 2023. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Members Advisory Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Members Advisory Group sold 1,342 Blackstone shares in Q1 2026, an estimated $207K.
Members Advisory Group first reported a position in Blackstone in Q2 2023 and held it in 7 quarters.
Members Advisory Group's Blackstone position peaked at $453K in Q3 2023.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Members Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.