Simplify Asset Management’s Blackstone BX Stock Holding History

Simplify Asset 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	-1,938	Closed	-$299K	–	151
2025 Q4	$299K	Buy	+1,938	New	+$295K	﹤0.01%	118

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Simplify Asset Management's BX Position: Q1 2026 in Review

Simplify Asset Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,938 shares — an estimated $299K sold.

Simplify Asset Management first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $299K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Simplify Asset Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Simplify Asset Management sold 1,938 Blackstone shares in Q1 2026, an estimated $299K.
Simplify Asset Management first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
Simplify Asset Management's Blackstone position peaked at $299K in Q4 2025.
2,129 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Simplify Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.