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Terra Nova Asset Management’s Blackstone BX Stock Holding History

Terra Nova 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 		– Sell
-2,943
Closed -$454K – 87
2025
Q4 		$454K Buy
2,943
+23
+0.8% +$3.5K 0.3% 64
2025
Q3 		$499K Buy
2,920
+17
+0.6% +$2.91K 0.31% 64
2025
Q2 		$434K Sell
2,903
-12,086
-81% -$1.66M 0.3% 64
2025
Q1 		$2.1M Sell
14,989
-2,644
-15% -$429K 1.65% 27
2024
Q4 		$3.04M Buy
17,633
+126
+0.7% +$22K 2.32% 12
2024
Q3 		$2.68M Buy
17,507
+55
+0.3% +$7.63K 1.99% 20
2024
Q2 		$2.16M Sell
17,452
-95
-0.5% -$11.7K 1.7% 24
2024
Q1 		$2.31M Buy
17,547
+627
+4% +$78.3K 1.84% 21
2023
Q4 		$2.22M Sell
16,920
-535
-3% -$57.9K 1.94% 18
2023
Q3 		$1.62M Hold
17,455
– – 1.48% 28
2023
Q2 		$1.62M Sell
17,455
-1,252
-7% -$108K 1.48% 28
2023
Q1 		$1.64M Buy
18,707
+423
+2% +$37.4K 1.61% 22
2022
Q4 		$1.36M Sell
18,284
-3,110
-15% -$269K 1.42% 31
2022
Q3 		$1.79M Buy
21,394
+756
+4% +$73.2K 1.96% 16
2022
Q2 		$1.88M Sell
20,638
-54
-0.3% -$5.83K 2.1% 15
2022
Q1 		$2.63M Buy
20,692
+1,918
+10% +$234K 2.44% 11
2021
Q4 		$2.43M Sell
18,774
-73
-0.4% -$9.73K 1.82% 20
2021
Q3 		$2.19M Buy
18,847
+15,503
+464% +$1.8M 1.76% 18
2021
Q2 		$325K Sell
3,344
-733
-18% -$65.1K 0.28% 70
2021
Q1 		$304K Buy
4,077
+184
+5% +$12.7K 0.27% 73
2020
Q4 		$252K Buy
+3,893
New +$227K 0.25% 67
2016
Q3 		– Sell
-8,504
Closed -$209K – 63
2016
Q2 		$209K Sell
8,504
-13,437
-61% -$357K 0.36% 70
2016
Q1 		$615K Sell
21,941
-16,150
-42% -$427K 0.72% 54
2015
Q4 		$1.11M Buy
38,091
+6,267
+20% +$200K 1.24% 31
2015
Q3 		$989K Sell
31,824
-47,418
-60% -$1.72M 0.88% 38
2015
Q2 		$3.18M Buy
79,242
+2,598
+3% +$107K 2.61% 4
2015
Q1 		$2.92M Buy
+76,644
New +$2.77M 2.42% 7

Other funds holding BX

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

Terra Nova Asset Management's BX Position: Q1 2026 in Review

Terra Nova Asset Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,943 shares — an estimated $454K sold.

Terra Nova Asset Management first reported a position in BX in Q1 2015 and held it in 27 quarters. The position peaked at $3.18M in Q2 2015. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Terra Nova Asset Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Terra Nova Asset Management sold 2,943 Blackstone shares in Q1 2026, an estimated $454K.
  • Terra Nova Asset Management first reported a position in Blackstone in Q1 2015 and held it in 27 quarters.
  • Terra Nova Asset Management's Blackstone position peaked at $3.18M in Q2 2015.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.