Smartleaf Asset Management’s Blackstone BX Stock Holding History

Smartleaf 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	$1.13M	Buy	10,164 +3,159	+45%	+$411K	0.04%	379
2025 Q4	$1.08M	Buy	7,005 +3,040	+77%	+$462K	0.04%	359
2025 Q3	$699K	Buy	3,965 +1,803	+83%	+$309K	0.04%	408
2025 Q2	$327K	Sell	2,162 -743	-26%	-$102K	0.03%	462
2025 Q1	$401K	Sell	2,905 -91	-3%	-$14.8K	0.04%	408
2024 Q4	$515K	Buy	2,996 +494	+20%	+$86.1K	0.05%	322
2024 Q3	$388K	Buy	2,502 +1,218	+95%	+$169K	0.05%	334
2024 Q2	$159K	Buy	1,284 +14	+1%	+$1.72K	0.03%	441
2024 Q1	$166K	Buy	1,270 +669	+111%	+$83.5K	0.03%	403
2023 Q4	$80K	Buy	+601	New	+$65K	0.02%	462

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

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

Smartleaf Asset Management increased its Blackstone (BX) stake by 45% in Q1 2026, buying an estimated $411K and bringing the position to 10,164 shares worth $1.13M. The position accounts for 0.04% of the portfolio, ranked #379.

Smartleaf Asset Management first reported a position in BX in Q4 2023 and has held it in 10 quarters since. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Smartleaf Asset Management held 10,164 shares of Blackstone worth $1.13M as of Q1 2026.
Smartleaf Asset Management bought 3,159 Blackstone shares in Q1 2026, an estimated $411K.
Blackstone made up 0.04% of Smartleaf Asset Management's portfolio in Q1 2026, its #379 holding.
Smartleaf Asset Management first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.