Oak Harbor Wealth Partners’s Blackstone BX Stock Holding History

Oak Harbor Wealth Partners’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	$1.33M	Buy	11,523 +5,022	+77%	+$653K	0.31%	78
2025 Q4	$1M	Buy	6,501 +309	+5%	+$47K	0.24%	95
2025 Q3	$1.06M	Buy	6,192 +94	+2%	+$16.1K	0.26%	86
2025 Q2	$912K	Buy	6,098 +615	+11%	+$84.5K	0.25%	90
2025 Q1	$766K	Buy	5,483 +204	+4%	+$33.1K	0.22%	95
2024 Q4	$910K	Sell	5,279 -200	-4%	-$34.8K	0.26%	81
2024 Q3	$839K	Sell	5,479 -100	-2%	-$13.9K	0.24%	94
2024 Q2	$691K	Hold	5,579	–	–	0.22%	95
2024 Q1	$733K	Hold	5,579	–	–	0.23%	97
2023 Q4	$730K	Hold	5,579	–	–	0.25%	86
2023 Q3	$598K	Hold	5,579	–	–	0.21%	100
2023 Q2	$519K	Hold	5,579	–	–	0.18%	109
2023 Q1	$490K	Hold	5,579	–	–	0.18%	112
2022 Q4	$414K	Buy	5,579 +1,200	+27%	+$104K	0.16%	112
2022 Q3	$367K	Buy	4,379 +190	+5%	+$18.4K	0.14%	113
2022 Q2	$382K	Buy	4,189 +570	+16%	+$61.6K	0.15%	107
2022 Q1	$459K	Buy	3,619 +330	+10%	+$40.2K	0.15%	102
2021 Q4	$426K	Buy	+3,289	New	+$439K	0.15%	107

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Oak Harbor Wealth Partners's BX Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Blackstone (BX) stake by 77% in Q1 2026, buying an estimated $653K and bringing the position to 11,523 shares worth $1.33M. The position accounts for 0.31% of the portfolio, ranked #78.

Oak Harbor Wealth Partners first reported a position in BX in Q4 2021 and has held it in 18 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Oak Harbor Wealth Partners held 11,523 shares of Blackstone worth $1.33M as of Q1 2026.
Oak Harbor Wealth Partners bought 5,022 Blackstone shares in Q1 2026, an estimated $653K.
Blackstone made up 0.31% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #78 holding.
Oak Harbor Wealth Partners first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.