RW Investment Management’s Blackstone BX Stock Holding History

RW Investment 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
2026 Q1	$949K	Buy	+8,250	New	+$1.07M	0.09%	46
2025 Q3	$1.41M	Hold	8,250	–	–	0.15%	34
2025 Q2	$1.23M	Sell	8,250 -750	-8%	-$103K	0.14%	34
2025 Q1	$1.26M	Hold	9,000	–	–	0.15%	31
2024 Q4	$1.55M	Hold	9,000	–	–	0.19%	26
2024 Q3	$1.38M	Sell	9,000 -100	-1%	-$13.9K	0.17%	30
2024 Q2	$1.13M	Hold	9,100	–	–	0.15%	30
2024 Q1	$1.2M	Buy	9,100 +2,500	+38%	+$312K	0.17%	27
2023 Q4	$864K	Hold	6,600	–	–	0.13%	32
2023 Q3	$707K	Hold	6,600	–	–	0.13%	35
2023 Q2	$614K	Hold	6,600	–	–	0.13%	45
2023 Q1	$580K	Hold	6,600	–	–	0.16%	43
2022 Q4	$490K	Buy	+6,600	New	+$570K	0.19%	46

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

RW Investment Management's BX Position: Q1 2026 in Review

RW Investment Management opened a new position in Blackstone (BX) in Q1 2026: 8,250 shares worth $949K. The stake represents 0.09% of the portfolio and ranks #46 among its holdings. This is a return to the name: RW Investment Management previously reported a position in BX as recently as Q3 2025.

RW Investment Management first reported a position in BX in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.55M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

RW Investment Management held 8,250 shares of Blackstone worth $949K as of Q1 2026.
Blackstone was a new RW Investment Management position in Q1 2026.
Blackstone made up 0.09% of RW Investment Management's portfolio in Q1 2026, its #46 holding.
RW Investment Management first reported a position in Blackstone in Q4 2022 and has held it in 13 quarters since.
RW Investment Management's Blackstone position peaked at $1.55M in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.