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Patten & Patten’s Blackstone BX Stock Holding History

Patten & Patten’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 		$225K Sell
1,955
-551
-22% -$71.7K 0.01% 324
2025
Q4 		$386K Sell
2,506
-75
-3% -$11.4K 0.02% 269
2025
Q3 		$441K Hold
2,581
– – 0.03% 254
2025
Q2 		$386K Sell
2,581
-100
-4% -$13.7K 0.03% 244
2025
Q1 		$375K Buy
2,681
+81
+3% +$13.1K 0.03% 246
2024
Q4 		$448K Sell
2,600
-9
-0.3% -$1.57K 0.03% 229
2024
Q3 		$400K Hold
2,609
– – 0.03% 238
2024
Q2 		$323K Hold
2,609
– – 0.02% 247
2024
Q1 		$343K Hold
2,609
– – 0.02% 246
2023
Q4 		$342K Buy
2,609
+425
+19% +$46K 0.03% 227
2023
Q3 		$234K Buy
+2,184
New +$227K 0.02% 255
2022
Q4 		– Sell
-2,472
Closed -$207K – 261
2022
Q3 		$207K Buy
2,472
+4
+0.2% +$387 0.02% 257
2022
Q2 		$225K Buy
2,468
+4
+0.2% +$432 0.02% 256
2022
Q1 		$313K Buy
2,464
+305
+14% +$37.2K 0.02% 242
2021
Q4 		$279K Sell
2,159
-1,263
-37% -$168K 0.02% 251
2021
Q3 		$398K Buy
3,422
+109
+3% +$12.6K 0.03% 222
2021
Q2 		$322K Sell
3,313
-850
-20% -$75.5K 0.02% 232
2021
Q1 		$310K Buy
4,163
+750
+22% +$51.8K 0.03% 228
2020
Q4 		$221K Buy
+3,413
New +$199K 0.02% 242
2017
Q4 		– Sell
-6,750
Closed -$225K – 243
2017
Q3 		$225K Hold
6,750
– – 0.02% 234
2017
Q2 		$225K Buy
+6,750
New +$212K 0.02% 232

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

Patten & Patten's BX Position: Q1 2026 in Review

Patten & Patten reduced its Blackstone (BX) stake by 22% in Q1 2026, selling an estimated $71.7K and leaving 1,955 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #324.

Patten & Patten first reported a position in BX in Q2 2017 and has held it in 21 quarters since. The position peaked at $448K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Patten & Patten held 1,955 shares of Blackstone worth $225K as of Q1 2026.
  • Patten & Patten sold 551 Blackstone shares in Q1 2026, an estimated $71.7K.
  • Blackstone made up 0.01% of Patten & Patten's portfolio in Q1 2026, its #324 holding.
  • Patten & Patten first reported a position in Blackstone in Q2 2017 and has held it in 21 quarters since.
  • Patten & Patten's Blackstone position peaked at $448K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.