PACK Private Wealth’s Blackstone BX Stock Holding History

PACK Private Wealth’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	$230K	Hold	2,000	–	–	0.11%	50
2025 Q4	$308K	Hold	2,000	–	–	0.14%	40
2025 Q3	$342K	Hold	2,000	–	–	0.16%	36
2025 Q2	$299K	Hold	2,000	–	–	0.16%	34
2025 Q1	$280K	Hold	2,000	–	–	0.17%	33
2024 Q4	$345K	Hold	2,000	–	–	0.2%	27
2024 Q3	$306K	Hold	2,000	–	–	0.17%	33
2024 Q2	$248K	Hold	2,000	–	–	0.15%	35
2024 Q1	$263K	Hold	2,000	–	–	0.17%	33
2023 Q4	$262K	Hold	2,000	–	–	0.18%	33
2023 Q3	$214K	Buy	+2,000	New	+$208K	0.16%	35
2022 Q2	–	Sell	-2,000	Closed	-$254K	–	37
2022 Q1	$254K	Hold	2,000	–	–	0.21%	35
2021 Q4	$259K	Buy	+2,000	New	+$267K	0.21%	35

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

PACK Private Wealth's BX Position: Q1 2026 in Review

PACK Private Wealth held its Blackstone (BX) position steady in Q1 2026 at 2,000 shares worth $230K. The position accounts for 0.11% of the portfolio, ranked #50.

PACK Private Wealth first reported a position in BX in Q4 2021 and has held it in 13 quarters since. The position peaked at $345K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

PACK Private Wealth held 2,000 shares of Blackstone worth $230K as of Q1 2026.
PACK Private Wealth left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.11% of PACK Private Wealth's portfolio in Q1 2026, its #50 holding.
PACK Private Wealth first reported a position in Blackstone in Q4 2021 and has held it in 13 quarters since.
PACK Private Wealth's Blackstone position peaked at $345K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.