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Novare Capital Management’s Blackstone BX Stock Holding History

Novare Capital 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 		– Sell
-1,355
Closed -$209K – 199
2025
Q4 		$209K Hold
1,355
– – 0.02% 189
2025
Q3 		$232K Sell
1,355
-150
-10% -$25.7K 0.02% 181
2025
Q2 		$225K Sell
1,505
-141
-9% -$19.4K 0.02% 189
2025
Q1 		$230K Hold
1,646
– – 0.02% 181
2024
Q4 		$284K Sell
1,646
-60
-4% -$10.5K 0.02% 165
2024
Q3 		$261K Sell
1,706
-60
-3% -$8.32K 0.02% 168
2024
Q2 		$219K Sell
1,766
-74
-4% -$9.11K 0.02% 173
2024
Q1 		$242K Buy
1,840
+130
+8% +$16.2K 0.02% 169
2023
Q4 		$224K Buy
+1,710
New +$185K 0.02% 159
2022
Q3 		– Sell
-2,453
Closed -$224K – 170
2022
Q2 		$224K Buy
+2,453
New +$265K 0.03% 153

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

Novare Capital Management's BX Position: Q1 2026 in Review

Novare Capital Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,355 shares — an estimated $209K sold.

Novare Capital Management first reported a position in BX in Q2 2022 and held it in 10 quarters. The position peaked at $284K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Novare Capital Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Novare Capital Management sold 1,355 Blackstone shares in Q1 2026, an estimated $209K.
  • Novare Capital Management first reported a position in Blackstone in Q2 2022 and held it in 10 quarters.
  • Novare Capital Management's Blackstone position peaked at $284K in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.