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Perennial Investment Advisors’s Blackstone BX Stock Holding History

Perennial Investment Advisors’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 		$608K Buy
5,291
+905
+21% +$118K 0.05% 263
2025
Q4 		$676K Buy
4,386
+74
+2% +$11.2K 0.05% 239
2025
Q3 		$737K Buy
4,312
+301
+8% +$51.6K 0.06% 222
2025
Q2 		$600K Buy
4,011
+192
+5% +$26.4K 0.06% 239
2025
Q1 		$534K Buy
3,819
+181
+5% +$29.4K 0.06% 237
2024
Q4 		$627K Buy
3,638
+155
+4% +$27K 0.07% 200
2024
Q3 		$533K Buy
3,483
+331
+11% +$45.9K 0.07% 202
2024
Q2 		$390K Buy
3,152
+14
+0.4% +$1.72K 0.06% 234
2024
Q1 		$412K Sell
3,138
-700
-18% -$87.4K 0.06% 207
2023
Q4 		$503K Buy
3,838
+632
+20% +$68.4K 0.08% 176
2023
Q3 		$344K Buy
3,206
+2
+0.1% +$208 0.06% 217
2023
Q2 		$298K Buy
3,204
+190
+6% +$16.4K 0.05% 247
2023
Q1 		$265K Buy
3,014
+66
+2% +$5.83K 0.05% 258
2022
Q4 		$219K Buy
2,948
+211
+8% +$18.2K 0.09% 191
2022
Q3 		$229K Buy
2,737
+410
+18% +$39.7K 0.1% 167
2022
Q2 		$211K Hold
2,327
– – 0.08% 175
2022
Q1 		$295K Hold
2,327
– – 0.09% 167
2021
Q4 		$302K Buy
2,327
+175
+8% +$23.3K 0.09% 171
2021
Q3 		$252K Hold
2,152
– – 0.09% 178
2021
Q2 		$209K Buy
+2,152
New +$191K 0.08% 201

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

Perennial Investment Advisors's BX Position: Q1 2026 in Review

Perennial Investment Advisors increased its Blackstone (BX) stake by 21% in Q1 2026, buying an estimated $118K and bringing the position to 5,291 shares worth $608K. The position accounts for 0.05% of the portfolio, ranked #263.

Perennial Investment Advisors first reported a position in BX in Q2 2021 and has held it in 20 quarters since. The position peaked at $737K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Perennial Investment Advisors held 5,291 shares of Blackstone worth $608K as of Q1 2026.
  • Perennial Investment Advisors bought 905 Blackstone shares in Q1 2026, an estimated $118K.
  • Blackstone made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #263 holding.
  • Perennial Investment Advisors first reported a position in Blackstone in Q2 2021 and has held it in 20 quarters since.
  • Perennial Investment Advisors's Blackstone position peaked at $737K in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.