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Plancorp LLC’s Blackstone BX Stock Holding History

Plancorp LLC’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
-2,050
Closed -$316K – 383
2025
Q4 		$316K Buy
2,050
+160
+8% +$24.3K 0.01% 279
2025
Q3 		$323K Buy
1,890
+33
+2% +$5.65K 0.01% 285
2025
Q2 		$278K Buy
1,857
+46
+3% +$6.32K 0.01% 306
2025
Q1 		$253K Buy
1,811
+148
+9% +$24K 0.01% 309
2024
Q4 		$287K Buy
1,663
+85
+5% +$14.8K 0.01% 257
2024
Q3 		$242K Buy
+1,578
New +$219K 0.01% 278
2024
Q2 		– Sell
-1,673
Closed -$220K – 296
2024
Q1 		$220K Buy
1,673
+76
+5% +$9.49K 0.01% 273
2023
Q4 		$209K Buy
+1,597
New +$173K 0.01% 265

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Plancorp LLC's BX Position: Q1 2026 in Review

Plancorp LLC sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,050 shares — an estimated $316K sold.

Plancorp LLC first reported a position in BX in Q4 2023 and held it in 8 quarters. The position peaked at $323K in Q3 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Plancorp LLC reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Plancorp LLC sold 2,050 Blackstone shares in Q1 2026, an estimated $316K.
  • Plancorp LLC first reported a position in Blackstone in Q4 2023 and held it in 8 quarters.
  • Plancorp LLC's Blackstone position peaked at $323K in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Plancorp LLC's 13F filing for Q1 2026, filed 14 Apr 2026.