SMART Wealth’s Blackstone BX Stock Holding History

SMART Wealth’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	-1,447	Closed	-$223K	–	210
2025 Q4	$223K	Buy	+1,447	New	+$220K	0.07%	173
2025 Q3	–	Sell	-1,431	Closed	-$214K	–	148
2025 Q2	$214K	Sell	1,431 -1,916	-57%	-$263K	0.07%	163
2025 Q1	$468K	Sell	3,347 -949	-22%	-$154K	0.17%	100
2024 Q4	$741K	Buy	4,296 +2,896	+207%	+$505K	0.26%	87
2024 Q3	$214K	Buy	+1,400	New	+$194K	0.08%	134

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

SMART Wealth's BX Position: Q1 2026 in Review

SMART Wealth sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,447 shares — an estimated $223K sold.

SMART Wealth first reported a position in BX in Q3 2024 and held it in 5 quarters. The position peaked at $741K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

SMART Wealth reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
SMART Wealth sold 1,447 Blackstone shares in Q1 2026, an estimated $223K.
SMART Wealth first reported a position in Blackstone in Q3 2024 and held it in 5 quarters.
SMART Wealth's Blackstone position peaked at $741K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.