Schwarz Dygos Wheeler Investment Advisors’s Blackstone BX Stock Holding History

Schwarz Dygos Wheeler Investment 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	–	Sell	-1,655	Closed	-$255K	–	174
2025 Q4	$255K	Hold	1,655	–	–	0.05%	145
2025 Q3	$283K	Hold	1,655	–	–	0.06%	137
2025 Q2	$248K	Hold	1,655	–	–	0.06%	148
2025 Q1	$231K	Hold	1,655	–	–	0.05%	150
2024 Q4	$285K	Buy	1,655 +5	+0.3%	+$871	0.07%	132
2024 Q3	$253K	Hold	1,650	–	–	0.06%	135
2024 Q2	$204K	Hold	1,650	–	–	0.05%	142
2024 Q1	$217K	Sell	1,650 -773	-32%	-$96.5K	0.06%	140
2023 Q4	$317K	Buy	+2,423	New	+$262K	0.1%	116
2022 Q2	–	Sell	-3,050	Closed	-$387K	–	131
2022 Q1	$387K	Hold	3,050	–	–	0.13%	93
2021 Q4	$395K	Hold	3,050	–	–	0.13%	93
2021 Q3	$355K	Hold	3,050	–	–	0.13%	93
2021 Q2	$296K	Hold	3,050	–	–	0.11%	104
2021 Q1	$227K	Buy	+3,050	New	+$211K	0.09%	113

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's BX Position: Q1 2026 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,655 shares — an estimated $255K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BX in Q1 2021 and held it in 14 quarters. The position peaked at $395K in Q4 2021. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Schwarz Dygos Wheeler Investment Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Schwarz Dygos Wheeler Investment Advisors sold 1,655 Blackstone shares in Q1 2026, an estimated $255K.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Blackstone in Q1 2021 and held it in 14 quarters.
Schwarz Dygos Wheeler Investment Advisors's Blackstone position peaked at $395K in Q4 2021.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.