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Pinnacle West Asset Management’s Blackstone BX Stock Holding History

Pinnacle West 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 		$1.33M Sell
11,543
-467
-4% -$60.8K 0.9% 33
2025
Q4 		$1.85M Sell
12,010
-605
-5% -$91.9K 1.2% 25
2025
Q3 		$2.15M Sell
12,615
-1,395
-10% -$239K 1.4% 22
2025
Q2 		$2.1M Sell
14,010
-45
-0.3% -$6.18K 1.45% 21
2025
Q1 		$1.97M Sell
14,055
-150
-1% -$24.3K 1.42% 23
2024
Q4 		$2.45M Sell
14,205
-850
-6% -$148K 1.75% 16
2024
Q3 		$2.31M Sell
15,055
-100
-0.7% -$13.9K 1.65% 15
2024
Q2 		$1.88M Sell
15,155
-300
-2% -$36.9K 1.46% 19
2024
Q1 		$2.03M Sell
15,455
-50
-0.3% -$6.24K 1.61% 17
2023
Q4 		$2.03M Buy
15,505
+340
+2% +$36.8K 1.74% 13
2023
Q3 		$1.63M Buy
15,165
+690
+5% +$71.8K 1.59% 16
2023
Q2 		$1.35M Sell
14,475
-275
-2% -$23.8K 1.31% 23
2023
Q1 		$1.3M Buy
+14,750
New +$1.3M 1.35% 24

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

Pinnacle West Asset Management's BX Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Blackstone (BX) stake by 3.9% in Q1 2026, selling an estimated $60.8K and leaving 11,543 shares worth $1.33M. The position accounts for 0.9% of the portfolio, ranked #33.

Pinnacle West Asset Management first reported a position in BX in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.45M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Pinnacle West Asset Management held 11,543 shares of Blackstone worth $1.33M as of Q1 2026.
  • Pinnacle West Asset Management sold 467 Blackstone shares in Q1 2026, an estimated $60.8K.
  • Blackstone made up 0.9% of Pinnacle West Asset Management's portfolio in Q1 2026, its #33 holding.
  • Pinnacle West Asset Management first reported a position in Blackstone in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle West Asset Management's Blackstone position peaked at $2.45M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.