Sentry Investment Management’s Blackstone BX Stock Holding History

Sentry 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	–	Sell	-2,160	Closed	-$333K	–	73
2025 Q4	$333K	Hold	2,160	–	–	0.22%	88
2025 Q3	$351K	Sell	2,160 -116	-5%	-$19.9K	0.23%	82
2025 Q2	$356K	Hold	2,276	–	–	0.2%	113
2025 Q1	$284K	Sell	2,276 -680	-23%	-$110K	0.19%	118
2024 Q4	$510K	Buy	+2,956	New	+$515K	0.24%	90
2024 Q3	–	Sell	-3,087	Closed	-$382K	–	481
2024 Q2	$382K	Sell	3,087 -632	-17%	-$77.8K	0.17%	139
2024 Q1	$489K	Hold	3,719	–	–	0.19%	128
2023 Q4	$487K	Sell	3,719 -400	-10%	-$43.3K	0.21%	121
2023 Q3	$441K	Buy	+4,119	New	+$429K	0.21%	101

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

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

Sentry Investment Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,160 shares — an estimated $333K sold.

Sentry Investment Management first reported a position in BX in Q3 2023 and held it in 9 quarters. The position peaked at $510K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Sentry Investment Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Sentry Investment Management sold 2,160 Blackstone shares in Q1 2026, an estimated $333K.
Sentry Investment Management first reported a position in Blackstone in Q3 2023 and held it in 9 quarters.
Sentry Investment Management's Blackstone position peaked at $510K in Q4 2024.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.