Premier Path Wealth Partners’s Blackstone BX Stock Holding History

Premier Path Wealth Partners’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	$798K	Sell	6,936 -373	-5%	-$48.5K	0.1%	189
2025 Q4	$1.13M	Buy	7,309 +151	+2%	+$22.9K	0.15%	138
2025 Q3	$1.22M	Buy	7,158 +620	+9%	+$106K	0.16%	142
2025 Q2	$978K	Buy	6,538 +13	+0.2%	+$1.79K	0.14%	173
2025 Q1	$912K	Buy	6,525 +258	+4%	+$41.9K	0.14%	172
2024 Q4	$1.08M	Buy	6,267 +370	+6%	+$64.5K	0.16%	149
2024 Q3	$903K	Buy	5,897 +1,016	+21%	+$141K	0.14%	163
2024 Q2	$604K	Buy	4,881 +432	+10%	+$53.2K	0.1%	196
2024 Q1	$588K	Buy	4,449 +124	+3%	+$15.5K	0.11%	184
2023 Q4	$566K	Buy	+4,325	New	+$468K	0.13%	174

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

Premier Path Wealth Partners's BX Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Blackstone (BX) stake by 5.1% in Q1 2026, selling an estimated $48.5K and leaving 6,936 shares worth $798K. The position accounts for 0.1% of the portfolio, ranked #189.

Premier Path Wealth Partners first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Premier Path Wealth Partners held 6,936 shares of Blackstone worth $798K as of Q1 2026.
Premier Path Wealth Partners sold 373 Blackstone shares in Q1 2026, an estimated $48.5K.
Blackstone made up 0.1% of Premier Path Wealth Partners's portfolio in Q1 2026, its #189 holding.
Premier Path Wealth Partners first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Premier Path Wealth Partners's Blackstone position peaked at $1.22M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.