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Moseley Investment Management’s Blackstone BX Stock Holding History

Moseley Investment 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 		$1.32M Sell
11,486
-685
-6% -$89.1K 0.42% 54
2025
Q4 		$1.88M Buy
12,171
+124
+1% +$18.8K 0.58% 42
2025
Q3 		$2.06M Buy
12,047
+120
+1% +$20.6K 0.63% 39
2025
Q2 		$1.78M Buy
11,927
+316
+3% +$43.4K 0.61% 43
2025
Q1 		$1.62M Buy
11,611
+59
+0.5% +$9.58K 0.63% 43
2024
Q4 		$1.99M Sell
11,552
-13
-0.1% -$2.27K 0.78% 30
2024
Q3 		$1.77M Buy
11,565
+326
+3% +$45.2K 0.71% 34
2024
Q2 		$1.39M Buy
11,239
+74
+0.7% +$9.11K 0.65% 38
2024
Q1 		$1.47M Buy
11,165
+711
+7% +$88.8K 0.73% 35
2023
Q4 		$1.37M Buy
10,454
+53
+0.5% +$5.73K 0.76% 33
2023
Q3 		$1.11M Sell
10,401
-2,539
-20% -$264K 0.67% 38
2023
Q2 		$1.2M Buy
12,940
+1,437
+12% +$124K 0.7% 37
2023
Q1 		$1.01M Buy
11,503
+641
+6% +$56.6K 0.66% 40
2022
Q4 		$806K Sell
10,862
-1,242
-10% -$107K 0.58% 42
2022
Q3 		$1.01M Sell
12,104
-3,093
-20% -$300K 0.74% 37
2022
Q2 		$1.39M Buy
15,197
+4,901
+48% +$529K 0.97% 29
2022
Q1 		$1.31M Sell
10,296
-2,526
-20% -$308K 0.71% 41
2021
Q4 		$1.66M Sell
12,822
-180
-1% -$24K 0.75% 41
2021
Q3 		$1.5M Buy
13,002
+4,038
+45% +$469K 0.75% 39
2021
Q2 		$871K Buy
8,964
+460
+5% +$40.9K 0.43% 72
2021
Q1 		$634K Buy
8,504
+557
+7% +$38.5K 0.35% 78
2020
Q4 		$515K Sell
7,947
-859
-10% -$50K 0.3% 85
2020
Q3 		$460K Sell
8,806
-117
-1% -$6.26K 0.33% 78
2020
Q2 		$506K Buy
8,923
+732
+9% +$38.5K 0.42% 66
2020
Q1 		$373K Sell
8,191
-1,025
-11% -$56.7K 0.44% 68
2019
Q4 		$516K Sell
9,216
-479
-5% -$24.9K 0.51% 60
2019
Q3 		$474K Sell
9,695
-70
-0.7% -$3.41K 0.5% 59
2019
Q2 		$434K Buy
9,765
+2,419
+33% +$96.5K 0.4% 70
2019
Q1 		$257K Buy
+7,346
New +$245K 0.27% 104

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

Moseley Investment Management's BX Position: Q1 2026 in Review

Moseley Investment Management reduced its Blackstone (BX) stake by 5.6% in Q1 2026, selling an estimated $89.1K and leaving 11,486 shares worth $1.32M. The position accounts for 0.42% of the portfolio, ranked #54.

Moseley Investment Management first reported a position in BX in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.06M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Moseley Investment Management held 11,486 shares of Blackstone worth $1.32M as of Q1 2026.
  • Moseley Investment Management sold 685 Blackstone shares in Q1 2026, an estimated $89.1K.
  • Blackstone made up 0.42% of Moseley Investment Management's portfolio in Q1 2026, its #54 holding.
  • Moseley Investment Management first reported a position in Blackstone in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's Blackstone position peaked at $2.06M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.