Serenus Wealth Advisors’s Blackstone BX Stock Holding History

Serenus Wealth 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	-1,300	Closed	-$200K	–	70
2025 Q4	$200K	Hold	1,300	–	–	0.04%	71
2025 Q3	$222K	Buy	+1,300	New	+$223K	0.04%	59
2025 Q1	–	Sell	-1,329	Closed	-$229K	–	65
2024 Q4	$229K	Buy	+1,329	New	+$232K	0.04%	52

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

Serenus Wealth Advisors's BX Position: Q1 2026 in Review

Serenus Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,300 shares — an estimated $200K sold.

Serenus Wealth Advisors first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $229K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Serenus Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Serenus Wealth Advisors sold 1,300 Blackstone shares in Q1 2026, an estimated $200K.
Serenus Wealth Advisors first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
Serenus Wealth Advisors's Blackstone position peaked at $229K in Q4 2024.
2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Serenus Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.