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Strategic Investment Advisors’s Blackstone BX Stock Holding History

Strategic Investment 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
-2,823
Closed -$435K – 389
2025
Q4 		$435K Buy
+2,823
New +$429K 0.04% 180

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Strategic Investment Advisors's BX Position: Q1 2026 in Review

Strategic Investment Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,823 shares — an estimated $435K sold.

Strategic Investment Advisors first reported a position in BX in Q4 2025 and held it in 1 quarter. The position peaked at $435K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Strategic Investment Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Strategic Investment Advisors sold 2,823 Blackstone shares in Q1 2026, an estimated $435K.
  • Strategic Investment Advisors first reported a position in Blackstone in Q4 2025 and held it in 1 quarter.
  • Strategic Investment Advisors's Blackstone position peaked at $435K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.