Shepherd Financial Partners’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.31M | Sell |
28,775
-3,777
| -12% | -$491K | 0.31% | 60 |
|
|
2025
Q4 | $5.02M | Sell |
32,552
-306
| -0.9% | -$46.5K | 0.46% | 45 |
|
|
2025
Q3 | $5.61M | Buy |
32,858
+490
| +2% | +$84K | 0.53% | 43 |
|
|
2025
Q2 | $4.84M | Buy |
32,368
+853
| +3% | +$117K | 0.51% | 42 |
|
|
2025
Q1 | $4.41M | Buy |
31,515
+745
| +2% | +$121K | 0.52% | 40 |
|
|
2024
Q4 | $5.31M | Buy |
30,770
+1,065
| +4% | +$186K | 0.63% | 28 |
|
|
2024
Q3 | $4.55M | Sell |
29,705
-530
| -2% | -$73.5K | 0.55% | 32 |
|
|
2024
Q2 | $3.74M | Buy |
30,235
+56
| +0.2% | +$6.89K | 0.48% | 33 |
|
|
2024
Q1 | $3.96M | Buy |
30,179
+820
| +3% | +$102K | 0.52% | 33 |
|
|
2023
Q4 | $3.84M | Sell |
29,359
-422
| -1% | -$45.7K | 0.55% | 29 |
|
|
2023
Q3 | $3.19M | Sell |
29,781
-67
| -0.2% | -$6.98K | 0.5% | 35 |
|
|
2023
Q2 | $2.77M | Buy |
29,848
+2,971
| +11% | +$257K | 0.43% | 42 |
|
|
2023
Q1 | $2.36M | Buy |
26,877
+2,397
| +10% | +$212K | 0.39% | 46 |
|
|
2022
Q4 | $1.82M | Buy |
24,480
+1,590
| +7% | +$137K | 0.33% | 54 |
|
|
2022
Q3 | $1.92M | Buy |
22,890
+620
| +3% | +$60K | 0.37% | 54 |
|
|
2022
Q2 | $2.03M | Buy |
22,270
+316
| +1% | +$34.1K | 0.4% | 48 |
|
|
2022
Q1 | $2.79M | Sell |
21,954
-252
| -1% | -$30.7K | 0.5% | 37 |
|
|
2021
Q4 | $2.87M | Buy |
22,206
+30
| +0.1% | +$4K | 0.5% | 37 |
|
|
2021
Q3 | $2.58M | Sell |
22,176
-1,401
| -6% | -$163K | 0.5% | 37 |
|
|
2021
Q2 | $2.29M | Buy |
23,577
+38
| +0.2% | +$3.38K | 0.44% | 44 |
|
|
2021
Q1 | $1.75M | Buy |
23,539
+58
| +0.2% | +$4K | 0.39% | 55 |
|
|
2020
Q4 | $1.52M | Buy |
23,481
+41
| +0.2% | +$2.39K | 0.35% | 67 |
|
|
2020
Q3 | $1.22M | Buy |
23,440
+29
| +0.1% | +$1.55K | 0.29% | 68 |
|
|
2020
Q2 | $1.33M | Buy |
23,411
+12
| +0.1% | +$632 | 0.36% | 53 |
|
|
2020
Q1 | $1.07M | Sell |
23,399
-54,982
| -70% | -$3.04M | 0.37% | 47 |
|
|
2019
Q4 | $4.38M | Sell |
78,381
-1,884
| -2% | -$97.7K | 1.02% | 19 |
|
|
2019
Q3 | $3.92M | Sell |
80,265
-3,043
| -4% | -$148K | 0.98% | 19 |
|
|
2019
Q2 | $3.7M | Buy |
83,308
+16
| +0% | +$638 | 0.7% | 20 |
|
|
2019
Q1 | $2.91M | Buy |
83,292
+28
| +0% | +$934 | 0.56% | 26 |
|
|
2018
Q4 | $2.48M | Buy |
83,264
+58
| +0.1% | +$1.92K | 0.54% | 28 |
|
|
2018
Q3 | $2.68M | Hold |
83,206
| – | – | 0.6% | 25 |
|
|
2018
Q2 | $2.76M | Sell |
83,206
-47,168
| -36% | -$1.5M | 0.62% | 25 |
|
|
2018
Q1 | $4.17M | Sell |
130,374
-5,759
| -4% | -$196K | 1.03% | 14 |
|
|
2017
Q4 | $4.36M | Sell |
136,133
-9,052
| -6% | -$295K | 1.02% | 14 |
|
|
2017
Q3 | $4.83M | Buy |
145,185
+2,102
| +1% | +$69.2K | 1.12% | 13 |
|
|
2017
Q2 | $4.76M | Sell |
143,083
-1,676
| -1% | -$52.6K | 1.16% | 12 |
|
|
2017
Q1 | $4.26M | Buy |
+144,759
| New | +$4.35M | 1.11% | 15 |
|
Other funds holding BX
VCM
VPM
Shepherd Financial Partners's BX Position: Q1 2026 in Review
Shepherd Financial Partners reduced its Blackstone (BX) stake by 12% in Q1 2026, selling an estimated $491K and leaving 28,775 shares worth $3.31M. The position accounts for 0.31% of the portfolio, ranked #60.
Shepherd Financial Partners first reported a position in BX in Q1 2017 and has held it in 37 quarters since. The position peaked at $5.61M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Shepherd Financial Partners held 28,775 shares of Blackstone worth $3.31M as of Q1 2026.
- Shepherd Financial Partners sold 3,777 Blackstone shares in Q1 2026, an estimated $491K.
- Blackstone made up 0.31% of Shepherd Financial Partners's portfolio in Q1 2026, its #60 holding.
- Shepherd Financial Partners first reported a position in Blackstone in Q1 2017 and has held it in 37 quarters since.
- Shepherd Financial Partners's Blackstone position peaked at $5.61M in Q3 2025.
- 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.