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Sargent Investment Group’s Blackstone BX Stock Holding History

Sargent Investment 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 		$10.5M Buy
90,915
+814
+0.9% +$106K 1.38% 19
2025
Q4 		$13.9M Sell
90,101
-6,780
-7% -$1.03M 1.74% 13
2025
Q3 		$16.6M Sell
96,881
-919
-0.9% -$157K 2.36% 8
2025
Q2 		$16.6M Buy
97,800
+11,696
+14% +$1.61M 2.24% 7
2025
Q1 		$12M Buy
86,104
+809
+0.9% +$131K 1.92% 14
2024
Q4 		$14.1M Buy
85,295
+2,674
+3% +$466K 2.31% 8
2024
Q3 		$12.7M Sell
82,621
-3,020
-4% -$419K 2.27% 11
2024
Q2 		$10.6M Sell
85,641
-3,800
-4% -$468K 2.16% 12
2024
Q1 		$11.7M Sell
89,441
-8,340
-9% -$1.04M 2.58% 9
2023
Q4 		$12.8M Sell
97,781
-8,230
-8% -$890K 2.8% 7
2023
Q3 		$11.4M Sell
106,011
-8,700
-8% -$906K 2.74% 4
2023
Q2 		$10.7M Sell
114,711
-7,076
-6% -$611K 2.59% 7
2023
Q1 		$10.3M Sell
121,787
-5
-0% -$442 2.73% 8
2022
Q4 		$9.04M Sell
121,792
-3,265
-3% -$282K 2.81% 8
2022
Q3 		$11.5M Buy
125,057
+2,805
+2% +$272K 3.57% 3
2022
Q2 		$11.2M Sell
122,252
-264
-0.2% -$28.5K 3.45% 3
2022
Q1 		$15.6M Sell
122,516
-8,925
-7% -$1.09M 3.92% 3
2021
Q4 		$17M Sell
131,441
-3,865
-3% -$515K 3.88% 4
2021
Q3 		$15.7M Sell
135,306
-1,756
-1% -$204K 3.82% 5
2021
Q2 		$13.3M Sell
137,062
-4,655
-3% -$413K 3.16% 8
2021
Q1 		$10.6M Sell
141,717
-8,425
-6% -$582K 2.78% 10
2020
Q4 		$9.73M Sell
150,142
-22,726
-13% -$1.32M 3.07% 8
2020
Q3 		$9.02M Sell
172,868
-13,209
-7% -$707K 3.28% 8
2020
Q2 		$10.4M Sell
186,077
-17,599
-9% -$926K 3.92% 7
2020
Q1 		$9.28M Sell
203,676
-18,800
-8% -$1.04M 4.27% 6
2019
Q4 		$12.4M Buy
222,476
+24,415
+12% +$1.27M 4.57% 5
2019
Q3 		$9.67M Buy
198,061
+5,786
+3% +$282K 4.34% 4
2019
Q2 		$8.54M Sell
192,275
-12,175
-6% -$486K 3.9% 6
2019
Q1 		$7.15M Buy
204,450
+14,325
+8% +$478K 3.44% 7
2018
Q4 		$5.67M Buy
+190,125
New +$6.28M 3.48% 7

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

Sargent Investment Group's BX Position: Q1 2026 in Review

Sargent Investment Group increased its Blackstone (BX) stake by 0.9% in Q1 2026, buying an estimated $106K and bringing the position to 90,915 shares worth $10.5M. The position accounts for 1.38% of the portfolio, ranked #19.

Sargent Investment Group first reported a position in BX in Q4 2018 and has held it in 30 quarters since. The position peaked at $17M in Q4 2021. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Sargent Investment Group held 90,915 shares of Blackstone worth $10.5M as of Q1 2026.
  • Sargent Investment Group bought 814 Blackstone shares in Q1 2026, an estimated $106K.
  • Blackstone made up 1.38% of Sargent Investment Group's portfolio in Q1 2026, its #19 holding.
  • Sargent Investment Group first reported a position in Blackstone in Q4 2018 and has held it in 30 quarters since.
  • Sargent Investment Group's Blackstone position peaked at $17M in Q4 2021.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Sargent Investment Group's 13F filing for Q1 2026, filed 11 May 2026.