TWM
BX icon

Tradition Wealth Management’s Blackstone BX Stock Holding History

Tradition Wealth 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 		$1.02M Buy
8,876
+487
+6% +$63.4K 0.07% 195
2025
Q4 		$1.29M Buy
8,389
+174
+2% +$26.4K 0.09% 172
2025
Q3 		$1.4M Sell
8,215
-700
-8% -$120K 0.1% 161
2025
Q2 		$1.33M Sell
8,915
-129
-1% -$17.7K 0.11% 159
2025
Q1 		$1.26M Buy
9,044
+78
+0.9% +$12.7K 0.11% 155
2024
Q4 		$1.55M Sell
8,966
-207
-2% -$36.1K 0.14% 133
2024
Q3 		$1.4M Buy
9,173
+234
+3% +$32.5K 0.13% 140
2024
Q2 		$1.11M Sell
8,939
-322
-3% -$39.6K 0.11% 154
2024
Q1 		$1.22M Buy
9,261
+29
+0.3% +$3.62K 0.12% 132
2023
Q4 		$1.21M Sell
9,232
-359
-4% -$38.8K 0.13% 121
2023
Q3 		$1.03M Buy
9,591
+309
+3% +$32.2K 0.12% 119
2023
Q2 		$863K Sell
9,282
-484
-5% -$41.8K 0.1% 130
2023
Q1 		$858K Buy
9,766
+233
+2% +$20.6K 0.11% 124
2022
Q4 		$707K Buy
9,533
+1,029
+12% +$88.9K 0.1% 131
2022
Q3 		$712K Buy
8,504
+55
+0.7% +$5.33K 0.11% 131
2022
Q2 		$771K Buy
8,449
+1,220
+17% +$132K 0.11% 127
2022
Q1 		$918K Buy
7,229
+746
+12% +$91K 0.12% 135
2021
Q4 		$839K Buy
6,483
+785
+14% +$105K 0.11% 140
2021
Q3 		$663K Sell
5,698
-8
-0.1% -$928 0.09% 144
2021
Q2 		$554K Buy
5,706
+134
+2% +$11.9K 0.08% 168
2021
Q1 		$415K Buy
5,572
+443
+9% +$30.6K 0.07% 174
2020
Q4 		$332K Buy
+5,129
New +$299K 0.06% 186

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

Tradition Wealth Management's BX Position: Q1 2026 in Review

Tradition Wealth Management increased its Blackstone (BX) stake by 5.8% in Q1 2026, buying an estimated $63.4K and bringing the position to 8,876 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #195.

Tradition Wealth Management first reported a position in BX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Tradition Wealth Management held 8,876 shares of Blackstone worth $1.02M as of Q1 2026.
  • Tradition Wealth Management bought 487 Blackstone shares in Q1 2026, an estimated $63.4K.
  • Blackstone made up 0.07% of Tradition Wealth Management's portfolio in Q1 2026, its #195 holding.
  • Tradition Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's Blackstone position peaked at $1.55M in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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