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Naviter Wealth’s Blackstone BX Stock Holding History

Naviter Wealth’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 		$716K Sell
6,223
-845
-12% -$110K 0.09% 178
2025
Q4 		$1.09M Sell
7,068
-147
-2% -$22.3K 0.14% 150
2025
Q3 		$1.23M Sell
7,215
-94
-1% -$16.1K 0.14% 150
2025
Q2 		$1.09M Sell
7,309
-219
-3% -$30.1K 0.13% 162
2025
Q1 		$1.04M Buy
7,528
+998
+15% +$162K 0.13% 170
2024
Q4 		$1.13M Buy
6,530
+151
+2% +$26.3K 0.14% 165
2024
Q3 		$977K Buy
6,379
+376
+6% +$52.2K 0.14% 158
2024
Q2 		$743K Hold
6,003
– – 0.11% 177
2024
Q1 		$789K Sell
6,003
-1,210
-17% -$151K 0.13% 172
2023
Q4 		$944K Buy
7,213
+288
+4% +$31.2K 0.19% 136
2023
Q3 		$742K Sell
6,925
-36
-0.5% -$3.75K 0.18% 138
2023
Q2 		$647K Sell
6,961
-40
-0.6% -$3.46K 0.16% 152
2023
Q1 		$615K Sell
7,001
-1
-0% -$88 0.22% 132
2022
Q4 		$618K Sell
7,002
-1,396
-17% -$121K 0.17% 134
2022
Q3 		$703K Sell
8,398
-237
-3% -$23K 0.29% 84
2022
Q2 		$788K Sell
8,635
-27,957
-76% -$3.02M 0.32% 74
2022
Q1 		$4.64M Buy
36,592
+2,242
+7% +$273K 1.55% 13
2021
Q4 		$4.45M Buy
+34,350
New +$4.58M 1.33% 20

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

Naviter Wealth's BX Position: Q1 2026 in Review

Naviter Wealth reduced its Blackstone (BX) stake by 12% in Q1 2026, selling an estimated $110K and leaving 6,223 shares worth $716K. The position accounts for 0.09% of the portfolio, ranked #178.

Naviter Wealth first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.64M in Q1 2022. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Naviter Wealth held 6,223 shares of Blackstone worth $716K as of Q1 2026.
  • Naviter Wealth sold 845 Blackstone shares in Q1 2026, an estimated $110K.
  • Blackstone made up 0.09% of Naviter Wealth's portfolio in Q1 2026, its #178 holding.
  • Naviter Wealth first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Naviter Wealth's Blackstone position peaked at $4.64M in Q1 2022.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.