Tred Avon Family Wealth’s Blackstone BX Stock Holding History

Tred Avon Family Wealth’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	$1.55M	Buy	13,522 +3,875	+40%	+$504K	0.52%	46
2025 Q4	$1.49M	Buy	9,647 +801	+9%	+$122K	0.48%	48
2025 Q3	$1.51M	Buy	+8,846	New	+$1.52M	0.52%	46

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

Tred Avon Family Wealth's BX Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Blackstone (BX) stake by 40% in Q1 2026, buying an estimated $504K and bringing the position to 13,522 shares worth $1.55M. The position accounts for 0.52% of the portfolio, ranked #46.

Tred Avon Family Wealth first reported a position in BX in Q3 2025 and has held it in 3 quarters since. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Tred Avon Family Wealth held 13,522 shares of Blackstone worth $1.55M as of Q1 2026.
Tred Avon Family Wealth bought 3,875 Blackstone shares in Q1 2026, an estimated $504K.
Blackstone made up 0.52% of Tred Avon Family Wealth's portfolio in Q1 2026, its #46 holding.
Tred Avon Family Wealth first reported a position in Blackstone in Q3 2025 and has held it in 3 quarters since.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.