Planning Directions’s Blackstone BX Stock Holding History

Planning Directions’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	-1,382	Closed	-$213K	–	107
2025 Q4	$213K	Sell	1,382 -118	-8%	-$17.9K	0.11%	98
2025 Q3	$256K	Buy	1,500 +8	+0.5%	+$1.37K	0.13%	77
2025 Q2	$223K	Sell	1,492 -191	-11%	-$26.2K	0.13%	78
2025 Q1	$235K	Buy	1,683 +105	+7%	+$17K	0.1%	111
2024 Q4	$272K	Buy	1,578 +37	+2%	+$6.45K	0.16%	69
2024 Q3	$236K	Buy	+1,541	New	+$214K	0.14%	72
2024 Q2	–	Sell	-1,523	Closed	-$200K	–	72
2024 Q1	$200K	Buy	+1,523	New	+$190K	0.14%	76

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

Planning Directions's BX Position: Q1 2026 in Review

Planning Directions sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,382 shares — an estimated $213K sold.

Planning Directions first reported a position in BX in Q1 2024 and held it in 7 quarters. The position peaked at $272K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Planning Directions reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Planning Directions sold 1,382 Blackstone shares in Q1 2026, an estimated $213K.
Planning Directions first reported a position in Blackstone in Q1 2024 and held it in 7 quarters.
Planning Directions's Blackstone position peaked at $272K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.