Proficio Capital Partners’s Blackstone BX Stock Holding History

Proficio Capital 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	$4.31M	Buy	37,521 +21	+0.1%	+$2.73K	0.23%	71
2025 Q4	$5.78M	Sell	37,500 -41	-0.1%	-$6.23K	0.41%	46
2025 Q3	$6.41M	Sell	37,541 -15,680	-29%	-$2.69M	0.44%	42
2025 Q2	$7.96M	Buy	53,221 +12,693	+31%	+$1.74M	0.5%	45
2025 Q1	$5.77M	Sell	40,528 -1,117	-3%	-$181K	0.45%	43
2024 Q4	$7.18M	Buy	41,645 +2,494	+6%	+$435K	0.58%	34
2024 Q3	$6M	Sell	39,151 -2,347	-6%	-$326K	0.6%	33
2024 Q2	$5.14M	Buy	41,498 +8	+0%	+$984	0.54%	32
2024 Q1	$5.45M	Buy	41,490 +286	+0.7%	+$35.7K	0.6%	35
2023 Q4	$5.39M	Sell	41,204 -55	-0.1%	-$5.95K	0.67%	28
2023 Q3	$4.42M	Buy	41,259 +239	+0.6%	+$24.9K	0.59%	31
2023 Q2	$3.81M	Buy	41,020 +483	+1%	+$41.7K	0.52%	32
2023 Q1	$3.56M	Buy	40,537 +839	+2%	+$74.1K	0.57%	28
2022 Q4	$2.93M	Buy	39,698 +283	+0.7%	+$24.4K	0.56%	32
2022 Q3	$3.3M	Sell	39,415 -75	-0.2%	-$7.26K	0.61%	30
2022 Q2	$3.6M	Buy	39,490 +18	+0%	+$1.94K	0.67%	30
2022 Q1	$5.01M	Buy	39,472 +1,163	+3%	+$142K	0.75%	28
2021 Q4	$4.96M	Buy	38,309 +159	+0.4%	+$21.2K	0.69%	30
2021 Q3	$4.44M	Sell	38,150 -11,321	-23%	-$1.31M	0.58%	39
2021 Q2	$4.81M	Buy	49,471 +29	+0.1%	+$2.58K	0.59%	34
2021 Q1	$3.69M	Buy	49,442 +1,546	+3%	+$107K	0.48%	41
2020 Q4	$3.1M	Hold	47,896	–	–	0.49%	38
2020 Q3	$2.5M	Sell	47,896 -169	-0.4%	-$9.04K	0.44%	37
2020 Q2	$2.72M	Buy	48,065 +132	+0.3%	+$6.95K	0.56%	30
2020 Q1	$2.32M	Sell	47,933 -1,427	-3%	-$78.9K	0.58%	34
2019 Q4	$2.76M	Hold	49,360	–	–	0.8%	28
2019 Q3	$2.41M	Hold	49,360	–	–	0.9%	27
2019 Q2	$2.19M	Hold	49,360	–	–	0.75%	29
2019 Q1	$1.73M	Buy	49,360 +5,325	+12%	+$178K	0.62%	34
2018 Q4	$1.31M	Buy	44,035 +6,450	+17%	+$213K	0.58%	37
2018 Q3	$1.43M	Buy	37,585 +7,500	+25%	+$271K	0.47%	39
2018 Q2	$968K	Buy	30,085 +3,085	+11%	+$98.2K	0.4%	56
2018 Q1	$863K	Hold	27,000	–	–	0.25%	66
2017 Q4	$865K	Hold	27,000	–	–	0.28%	66
2017 Q3	$901K	Hold	27,000	–	–	0.36%	62
2017 Q2	$897K	Hold	27,000	–	–	0.37%	60
2017 Q1	$878K	Sell	27,000 -745	-3%	-$22.4K	0.38%	67
2016 Q4	$750K	Hold	27,745	–	–	0.32%	69
2016 Q3	$708K	Hold	27,745	–	–	0.41%	71
2016 Q2	$749K	Hold	27,745	–	–	0.47%	62
2016 Q1	$778K	Buy	27,745 +2,021	+8%	+$53.4K	0.65%	46
2015 Q4	$752K	Buy	+25,724	New	+$820K	0.74%	42

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

Proficio Capital Partners's BX Position: Q1 2026 in Review

Proficio Capital Partners increased its Blackstone (BX) stake by 0.06% in Q1 2026, buying an estimated $2.73K and bringing the position to 37,521 shares worth $4.31M. The position accounts for 0.23% of the portfolio, ranked #71.

Proficio Capital Partners first reported a position in BX in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.96M in Q2 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Proficio Capital Partners held 37,521 shares of Blackstone worth $4.31M as of Q1 2026.
Proficio Capital Partners bought 21 Blackstone shares in Q1 2026, an estimated $2.73K.
Blackstone made up 0.23% of Proficio Capital Partners's portfolio in Q1 2026, its #71 holding.
Proficio Capital Partners first reported a position in Blackstone in Q4 2015 and has held it in 42 quarters since.
Proficio Capital Partners's Blackstone position peaked at $7.96M in Q2 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.