Optas LLC’s Blackstone BX Stock Holding History

Optas LLC’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	-1,491	Closed	-$230K	–	490
2025 Q4	$230K	Buy	1,491 +40	+3%	+$6.08K	0.04%	388
2025 Q3	$248K	Buy	+1,451	New	+$249K	0.04%	311

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

Optas LLC's BX Position: Q1 2026 in Review

Optas LLC sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,491 shares — an estimated $230K sold.

Optas LLC first reported a position in BX in Q3 2025 and held it in 2 quarters. The position peaked at $248K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Optas LLC reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Optas LLC sold 1,491 Blackstone shares in Q1 2026, an estimated $230K.
Optas LLC first reported a position in Blackstone in Q3 2025 and held it in 2 quarters.
Optas LLC's Blackstone position peaked at $248K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Optas LLC's 13F filing for Q1 2026, filed 27 Apr 2026.