Pegasus Asset Management’s Blackstone BX Stock Holding History

Pegasus Asset Management’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	$219K	Sell	1,905 -9	-0.5%	-$1.17K	0.07%	64
2025 Q4	$295K	Sell	1,914 -11	-0.6%	-$1.67K	0.09%	62
2025 Q3	$329K	Hold	1,925	–	–	0.11%	60
2025 Q2	$288K	Buy	1,925 +300	+18%	+$41.2K	0.1%	64
2025 Q1	$227K	Hold	1,625	–	–	0.09%	62
2024 Q4	$280K	Hold	1,625	–	–	0.11%	58
2024 Q3	$249K	Hold	1,625	–	–	0.1%	67
2024 Q2	$201K	Buy	+1,625	New	+$200K	0.08%	70

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

Pegasus Asset Management's BX Position: Q1 2026 in Review

Pegasus Asset Management reduced its Blackstone (BX) stake by 0.47% in Q1 2026, selling an estimated $1.17K and leaving 1,905 shares worth $219K. The position accounts for 0.07% of the portfolio, ranked #64.

Pegasus Asset Management first reported a position in BX in Q2 2024 and has held it in 8 quarters since. The position peaked at $329K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Pegasus Asset Management held 1,905 shares of Blackstone worth $219K as of Q1 2026.
Pegasus Asset Management sold 9 Blackstone shares in Q1 2026, an estimated $1.17K.
Blackstone made up 0.07% of Pegasus Asset Management's portfolio in Q1 2026, its #64 holding.
Pegasus Asset Management first reported a position in Blackstone in Q2 2024 and has held it in 8 quarters since.
Pegasus Asset Management's Blackstone position peaked at $329K in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Pegasus Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.