Savvy Advisors Inc’s Blackstone BX Stock Holding History

Savvy Advisors Inc’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	$2.23M	Buy	19,427 +173	+0.9%	+$22.5K	0.06%	247
2025 Q4	$2.97M	Buy	19,254 +4,112	+27%	+$625K	0.1%	157
2025 Q3	$2.59M	Buy	15,142 +2,849	+23%	+$488K	0.12%	126
2025 Q2	$1.84M	Buy	12,293 +3,924	+47%	+$539K	0.12%	127
2025 Q1	$1.17M	Buy	8,369 +2,357	+39%	+$383K	0.12%	146
2024 Q4	$1.04M	Buy	6,012 +3,833	+176%	+$668K	0.12%	137
2024 Q3	$334K	Buy	2,179 +492	+29%	+$68.3K	0.07%	242
2024 Q2	$209K	Buy	+1,687	New	+$208K	0.07%	284
2024 Q1	–	Sell	-1,539	Closed	-$201K	–	225
2023 Q4	$201K	Buy	+1,539	New	+$167K	0.2%	152

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

Savvy Advisors Inc's BX Position: Q1 2026 in Review

Savvy Advisors Inc increased its Blackstone (BX) stake by 0.9% in Q1 2026, buying an estimated $22.5K and bringing the position to 19,427 shares worth $2.23M. The position accounts for 0.06% of the portfolio, ranked #247.

Savvy Advisors Inc first reported a position in BX in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.97M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Savvy Advisors Inc held 19,427 shares of Blackstone worth $2.23M as of Q1 2026.
Savvy Advisors Inc bought 173 Blackstone shares in Q1 2026, an estimated $22.5K.
Blackstone made up 0.06% of Savvy Advisors Inc's portfolio in Q1 2026, its #247 holding.
Savvy Advisors Inc first reported a position in Blackstone in Q4 2023 and has held it in 9 quarters since.
Savvy Advisors Inc's Blackstone position peaked at $2.97M in Q4 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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