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OneDigital Investment Advisors’s Blackstone BX Stock Holding History

OneDigital Investment Advisors’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 		$1.76M Sell
15,303
-1,217
-7% -$158K 0.02% 511
2025
Q4 		$2.55M Sell
16,520
-731
-4% -$111K 0.03% 412
2025
Q3 		$2.95M Buy
17,251
+1,293
+8% +$222K 0.03% 347
2025
Q2 		$2.39M Sell
15,958
-1,140
-7% -$157K 0.03% 388
2025
Q1 		$2.39M Sell
17,098
-16,958
-50% -$2.75M 0.03% 364
2024
Q4 		$5.87M Sell
34,056
-943
-3% -$164K 0.07% 213
2024
Q3 		$5.36M Buy
34,999
+1,433
+4% +$199K 0.06% 240
2024
Q2 		$4.16M Buy
33,566
+2,723
+9% +$335K 0.05% 265
2024
Q1 		$4.05M Sell
30,843
-3,002
-9% -$375K 0.06% 220
2023
Q4 		$4.43M Buy
33,845
+959
+3% +$104K 0.08% 202
2023
Q3 		$3.52M Sell
32,886
-194
-0.6% -$20.2K 0.08% 192
2023
Q2 		$3.08M Sell
33,080
-2,833
-8% -$245K 0.07% 204
2023
Q1 		$3.15M Sell
35,913
-539
-1% -$47.6K 0.07% 200
2022
Q4 		$2.7M Buy
36,452
+2,020
+6% +$174K 0.08% 207
2022
Q3 		$2.88M Buy
34,432
+14,649
+74% +$1.42M 0.11% 142
2022
Q2 		$1.8M Sell
19,783
-1,685
-8% -$182K 0.08% 167
2022
Q1 		$2.73M Sell
21,468
-238
-1% -$29K 0.1% 130
2021
Q4 		$2.81M Sell
21,706
-1,084
-5% -$145K 0.1% 133
2021
Q3 		$2.65M Buy
22,790
+168
+0.7% +$19.5K 0.11% 128
2021
Q2 		$2.2M Sell
22,622
-22,263
-50% -$1.98M 0.09% 143
2021
Q1 		$3.35M Buy
44,885
+1,137
+3% +$78.5K 0.16% 94
2020
Q4 		$2.83M Sell
43,748
-39,309
-47% -$2.29M 0.15% 99
2020
Q3 		$4.34M Sell
83,057
-2,931
-3% -$157K 0.3% 64
2020
Q2 		$4.87M Buy
85,988
+2,549
+3% +$134K 0.35% 59
2020
Q1 		$3.8M Sell
83,439
-10,085
-11% -$558K 0.34% 66
2019
Q4 		$5.23M Buy
93,524
+1,999
+2% +$104K 0.41% 53
2019
Q3 		$4.47M Buy
91,525
+7,269
+9% +$355K 0.4% 57
2019
Q2 		$3.74M Buy
84,256
+83,550
+11,834% +$3.33M 0.29% 60
2019
Q1 		$25K Buy
706
+606
+606% +$20.2K ﹤0.01% 666
2018
Q4 		$3K Sell
100
-500
-83% -$16.5K ﹤0.01% 999
2018
Q3 		$23K Buy
+600
New +$21.7K 0.01% 618

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

OneDigital Investment Advisors's BX Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Blackstone (BX) stake by 7.4% in Q1 2026, selling an estimated $158K and leaving 15,303 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #511.

OneDigital Investment Advisors first reported a position in BX in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.87M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • OneDigital Investment Advisors held 15,303 shares of Blackstone worth $1.76M as of Q1 2026.
  • OneDigital Investment Advisors sold 1,217 Blackstone shares in Q1 2026, an estimated $158K.
  • Blackstone made up 0.02% of OneDigital Investment Advisors's portfolio in Q1 2026, its #511 holding.
  • OneDigital Investment Advisors first reported a position in Blackstone in Q3 2018 and has held it in 31 quarters since.
  • OneDigital Investment Advisors's Blackstone position peaked at $5.87M in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.