Nicholas Hoffman & Company’s Blackstone BX Stock Holding History

Nicholas Hoffman & Company’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	-1,412	Closed	-$218K	–	329
2025 Q4	$218K	Sell	1,412 -22	-2%	-$3.34K	0.01%	306
2025 Q3	$245K	Hold	1,434	–	–	0.01%	285
2025 Q2	$214K	Buy	+1,434	New	+$197K	0.01%	294
2025 Q1	–	Sell	-1,812	Closed	-$312K	–	290
2024 Q4	$312K	Sell	1,812 -249	-12%	-$43.4K	0.01%	235
2024 Q3	$316K	Hold	2,061	–	–	0.01%	244
2024 Q2	$255K	Sell	2,061 -600	-23%	-$73.8K	0.01%	259
2024 Q1	$350K	Buy	2,661 +293	+12%	+$36.6K	0.02%	222
2023 Q4	$310K	Sell	2,368 -443	-16%	-$47.9K	0.02%	220
2023 Q3	$301K	Hold	2,811	–	–	0.02%	217
2023 Q2	$261K	Hold	2,811	–	–	0.01%	238
2023 Q1	$247K	Buy	+2,811	New	+$248K	0.02%	239
2022 Q2	–	Sell	-2,061	Closed	-$262K	–	264
2022 Q1	$262K	Hold	2,061	–	–	0.01%	245
2021 Q4	$267K	Hold	2,061	–	–	0.01%	239
2021 Q3	$240K	Hold	2,061	–	–	0.04%	240
2021 Q2	$200K	Buy	+2,061	New	+$183K	0.04%	259

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Nicholas Hoffman & Company's BX Position: Q1 2026 in Review

Nicholas Hoffman & Company sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,412 shares — an estimated $218K sold.

Nicholas Hoffman & Company first reported a position in BX in Q2 2021 and held it in 15 quarters. The position peaked at $350K in Q1 2024. 2,129 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Nicholas Hoffman & Company reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Nicholas Hoffman & Company sold 1,412 Blackstone shares in Q1 2026, an estimated $218K.
Nicholas Hoffman & Company first reported a position in Blackstone in Q2 2021 and held it in 15 quarters.
Nicholas Hoffman & Company's Blackstone position peaked at $350K in Q1 2024.
2,129 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q1 2026, filed 29 Apr 2026.