Redwood Wealth Management Group’s Blackstone BX Stock Holding History

Redwood Wealth Management Group’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	$274K	Hold	2,385	–	–	0.12%	141
2025 Q4	$368K	Sell	2,385 -60	-2%	-$9.12K	0.15%	117
2025 Q3	$418K	Hold	2,445	–	–	0.18%	111
2025 Q2	$366K	Sell	2,445 -10	-0.4%	-$1.37K	0.16%	121
2025 Q1	$343K	Sell	2,455 -355	-13%	-$57.6K	0.17%	112
2024 Q4	$484K	Sell	2,810 -100	-3%	-$17.4K	0.24%	97
2024 Q3	$446K	Hold	2,910	–	–	0.22%	95
2024 Q2	$360K	Buy	2,910 +5	+0.2%	+$615	0.27%	83
2024 Q1	$382K	Sell	2,905 -30	-1%	-$3.75K	0.4%	76
2023 Q4	$384K	Hold	2,935	–	–	0.43%	75
2023 Q3	$314K	Hold	2,935	–	–	0.37%	84
2023 Q2	$273K	Buy	2,935 +10	+0.3%	+$864	0.3%	94
2023 Q1	$257K	Sell	2,925 -200	-6%	-$17.7K	0.29%	104
2022 Q4	$232K	Buy	+3,125	New	+$270K	0.29%	98

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

Redwood Wealth Management Group's BX Position: Q1 2026 in Review

Redwood Wealth Management Group held its Blackstone (BX) position steady in Q1 2026 at 2,385 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #141.

Redwood Wealth Management Group first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $484K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Redwood Wealth Management Group held 2,385 shares of Blackstone worth $274K as of Q1 2026.
Redwood Wealth Management Group left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.12% of Redwood Wealth Management Group's portfolio in Q1 2026, its #141 holding.
Redwood Wealth Management Group first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
Redwood Wealth Management Group's Blackstone position peaked at $484K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Redwood Wealth Management Group's 13F filing for Q1 2026, filed 24 Apr 2026.