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NWF Advisory Services’s Blackstone BX Stock Holding History

NWF Advisory Services’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
-1,391
Closed -$214K – 417
2025
Q4 		$214K Buy
1,391
+3
+0.2% +$456 0.02% 349
2025
Q3 		$237K Sell
1,388
-2,643
-66% -$453K 0.03% 346
2025
Q2 		$603K Buy
4,031
+349
+9% +$48K 0.07% 186
2025
Q1 		$515K Buy
3,682
+350
+11% +$56.8K 0.07% 175
2024
Q4 		$575K Buy
3,332
+1,978
+146% +$345K 0.08% 118
2024
Q3 		$207K Buy
+1,354
New +$188K 0.03% 302
2024
Q2 		– Sell
-1,549
Closed -$204K – 328
2024
Q1 		$204K Buy
+1,549
New +$193K 0.03% 282

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

NWF Advisory Services's BX Position: Q1 2026 in Review

NWF Advisory Services sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,391 shares — an estimated $214K sold.

NWF Advisory Services first reported a position in BX in Q1 2024 and held it in 7 quarters. The position peaked at $603K in Q2 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • NWF Advisory Services reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • NWF Advisory Services sold 1,391 Blackstone shares in Q1 2026, an estimated $214K.
  • NWF Advisory Services first reported a position in Blackstone in Q1 2024 and held it in 7 quarters.
  • NWF Advisory Services's Blackstone position peaked at $603K in Q2 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.