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Sage Mountain Advisors’s Blackstone BX Stock Holding History

Sage Mountain Advisors’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 		$700K Sell
6,086
-4,230
-41% -$550K 0.05% 117
2025
Q4 		$1.59M Sell
10,316
-539
-5% -$81.9K 0.08% 120
2025
Q3 		$1.85M Buy
10,855
+5,051
+87% +$865K 0.11% 102
2025
Q2 		$868K Sell
5,804
-1,805
-24% -$248K 0.06% 163
2025
Q1 		$1.06M Buy
7,609
+176
+2% +$28.6K 0.08% 109
2024
Q4 		$1.28M Sell
7,433
-122
-2% -$21.3K 0.09% 98
2024
Q3 		$1.16M Buy
7,555
+854
+13% +$118K 0.1% 99
2024
Q2 		$830K Sell
6,701
-2,843
-30% -$350K 0.08% 112
2024
Q1 		$1.25M Buy
9,544
+3,604
+61% +$450K 0.13% 78
2023
Q4 		$778K Buy
5,940
+321
+6% +$34.7K 0.09% 100
2023
Q3 		$602K Buy
5,619
+110
+2% +$11.5K 0.08% 105
2023
Q2 		$512K Buy
5,509
+17
+0.3% +$1.47K 0.07% 109
2023
Q1 		$482K Buy
5,492
+605
+12% +$53.4K 0.08% 102
2022
Q4 		$363K Buy
4,887
+382
+8% +$33K 0.08% 91
2022
Q3 		$377K Buy
4,505
+328
+8% +$31.8K 0.1% 89
2022
Q2 		$381K Sell
4,177
-16
-0.4% -$1.73K 0.07% 270
2022
Q1 		$532K Sell
4,193
-3,592
-46% -$438K 0.08% 249
2021
Q4 		$1.01M Sell
7,785
-1,940
-20% -$259K 0.12% 138
2021
Q3 		$1.13M Buy
9,725
+3
+0% +$348 0.16% 106
2021
Q2 		$944K Buy
9,722
+3,610
+59% +$321K 0.16% 123
2021
Q1 		$456K Buy
6,112
+2,012
+49% +$139K 0.1% 176
2020
Q4 		$266K Buy
+4,100
New +$239K 0.09% 145

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

Sage Mountain Advisors's BX Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Blackstone (BX) stake by 41% in Q1 2026, selling an estimated $550K and leaving 6,086 shares worth $700K. The position accounts for 0.05% of the portfolio, ranked #117.

Sage Mountain Advisors first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.85M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Sage Mountain Advisors held 6,086 shares of Blackstone worth $700K as of Q1 2026.
  • Sage Mountain Advisors sold 4,230 Blackstone shares in Q1 2026, an estimated $550K.
  • Blackstone made up 0.05% of Sage Mountain Advisors's portfolio in Q1 2026, its #117 holding.
  • Sage Mountain Advisors first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Blackstone position peaked at $1.85M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.