Tandem Wealth Advisors’s Blackstone BX Stock Holding History

Tandem Wealth 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	-2,411	Closed	-$372K	–	48
2025 Q4	$372K	Buy	2,411 +506	+27%	+$76.9K	0.17%	43
2025 Q3	$325K	Sell	1,905 -443	-19%	-$75.9K	0.15%	46
2025 Q2	$351K	Buy	2,348 +550	+31%	+$75.6K	0.17%	40
2025 Q1	$251K	Sell	1,798 -609	-25%	-$98.8K	0.13%	50
2024 Q4	$415K	Buy	2,407 +12	+0.5%	+$2.09K	0.21%	33
2024 Q3	$367K	Sell	2,395 -31	-1%	-$4.3K	0.19%	39
2024 Q2	$300K	Hold	2,426	–	–	0.16%	42
2024 Q1	$319K	Hold	2,426	–	–	0.18%	38
2023 Q4	$318K	Sell	2,426 -74	-3%	-$8.01K	0.18%	38
2023 Q3	$268K	Sell	2,500 -61	-2%	-$6.35K	0.16%	40
2023 Q2	$238K	Buy	2,561 +217	+9%	+$18.7K	0.14%	46
2023 Q1	$206K	Hold	2,344	–	–	0.13%	45
2022 Q4	$174K	Buy	+2,344	New	+$202K	0.11%	53

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

Tandem Wealth Advisors's BX Position: Q1 2026 in Review

Tandem Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,411 shares — an estimated $372K sold.

Tandem Wealth Advisors first reported a position in BX in Q4 2022 and held it in 13 quarters. The position peaked at $415K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Tandem Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Tandem Wealth Advisors sold 2,411 Blackstone shares in Q1 2026, an estimated $372K.
Tandem Wealth Advisors first reported a position in Blackstone in Q4 2022 and held it in 13 quarters.
Tandem Wealth Advisors's Blackstone position peaked at $415K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Tandem Wealth Advisors's 13F filing for Q1 2026, filed 6 May 2026.