PP
BX icon

PDS Planning’s Blackstone BX Stock Holding History

PDS Planning’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
-2,728
Closed -$420K – 567
2025
Q4 		$420K Sell
2,728
-511
-16% -$77.7K 0.03% 296
2025
Q3 		$553K Buy
3,239
+348
+12% +$59.6K 0.04% 222
2025
Q2 		$432K Buy
2,891
+180
+7% +$24.7K 0.03% 266
2025
Q1 		$379K Buy
2,711
+606
+29% +$98.4K 0.03% 270
2024
Q4 		$363K Buy
2,105
+11
+0.5% +$1.92K 0.03% 247
2024
Q3 		$321K Buy
2,094
+119
+6% +$16.5K 0.03% 277
2024
Q2 		$245K Buy
1,975
+9
+0.5% +$1.11K 0.02% 312
2024
Q1 		$258K Buy
1,966
+267
+16% +$33.3K 0.03% 293
2023
Q4 		$222K Buy
+1,699
New +$184K 0.03% 306

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

PDS Planning's BX Position: Q1 2026 in Review

PDS Planning sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,728 shares — an estimated $420K sold.

PDS Planning first reported a position in BX in Q4 2023 and held it in 9 quarters. The position peaked at $553K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • PDS Planning reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • PDS Planning sold 2,728 Blackstone shares in Q1 2026, an estimated $420K.
  • PDS Planning first reported a position in Blackstone in Q4 2023 and held it in 9 quarters.
  • PDS Planning's Blackstone position peaked at $553K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.