Tanglewood Legacy Advisors’s Blackstone BX Stock Holding History

Tanglewood Legacy 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	$82.6K	Buy	719 +8	+1%	+$1.04K	0.03%	138
2025 Q4	$110K	Buy	711 +6	+0.9%	+$912	0.04%	125
2025 Q3	$120K	Buy	705 +5	+0.7%	+$857	0.05%	120
2025 Q2	$105K	Buy	700 +4	+0.6%	+$550	0.04%	125
2025 Q1	$97.2K	Buy	696 +6	+0.9%	+$974	0.04%	131
2024 Q4	$119K	Buy	690 +4	+0.6%	+$697	0.05%	114
2024 Q3	$105K	Buy	686 +4	+0.6%	+$555	0.05%	120
2024 Q2	$84.4K	Buy	682 +5	+0.7%	+$615	0.04%	129
2024 Q1	$88.9K	Buy	677 +5	+0.7%	+$624	0.04%	129
2023 Q4	$88K	Buy	672 +5	+0.7%	+$541	0.05%	123
2023 Q3	$71.4K	Buy	667 +5	+0.8%	+$521	0.04%	135
2023 Q2	$61.5K	Buy	662 +7	+1%	+$605	0.04%	143
2023 Q1	$57.5K	Buy	655 +6	+0.9%	+$530	0.04%	141
2022 Q4	$48.1K	Buy	+649	New	+$56K	0.03%	133

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

Tanglewood Legacy Advisors's BX Position: Q1 2026 in Review

Tanglewood Legacy Advisors increased its Blackstone (BX) stake by 1.1% in Q1 2026, buying an estimated $1.04K and bringing the position to 719 shares worth $82.6K. The position accounts for 0.03% of the portfolio, ranked #138.

Tanglewood Legacy Advisors first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $120K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Tanglewood Legacy Advisors held 719 shares of Blackstone worth $82.6K as of Q1 2026.
Tanglewood Legacy Advisors bought 8 Blackstone shares in Q1 2026, an estimated $1.04K.
Blackstone made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #138 holding.
Tanglewood Legacy Advisors first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
Tanglewood Legacy Advisors's Blackstone position peaked at $120K in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.