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Ritholtz Wealth Management’s Blackstone BX Stock Holding History

Ritholtz Wealth Management’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
2022
Q1 		– Sell
-600
Closed -$71K – 557
2021
Q4 		$71K Buy
+600
New +$80K ﹤0.01% 537
2021
Q3 		– Sell
-1,000
Closed -$14K – 526
2021
Q2 		$14K Buy
+1,000
New +$88.8K ﹤0.01% 530

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ritholtz Wealth Management's BX Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its Blackstone (BX) stake by 15% in Q1 2026, selling an estimated $346K and leaving 14,745 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #415.

Ritholtz Wealth Management first reported a position in BX in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.93M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Ritholtz Wealth Management held 14,745 shares of Blackstone worth $1.7M as of Q1 2026.
  • Ritholtz Wealth Management sold 2,661 Blackstone shares in Q1 2026, an estimated $346K.
  • Blackstone made up 0.03% of Ritholtz Wealth Management's portfolio in Q1 2026, its #415 holding.
  • Ritholtz Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 25 quarters since.
  • Ritholtz Wealth Management's Blackstone position peaked at $2.93M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.