Triad Wealth Partners’s Blackstone BX Stock Holding History

Triad Wealth Partners’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	$473K	Buy	4,109 +118	+3%	+$15.4K	0.04%	285
2025 Q4	$615K	Buy	3,991 +780	+24%	+$119K	0.06%	223
2025 Q3	$549K	Buy	3,211 +328	+11%	+$56.2K	0.07%	190
2025 Q2	$431K	Buy	2,883 +197	+7%	+$27.1K	0.09%	173
2025 Q1	$375K	Sell	2,686 -34	-1%	-$5.52K	0.12%	133
2024 Q4	$469K	Buy	+2,720	New	+$474K	0.17%	95
2024 Q3	–	Sell	-1,833	Closed	-$227K	–	178
2024 Q2	$227K	Buy	1,833 +227	+14%	+$27.9K	0.12%	85
2024 Q1	$211K	Buy	+1,606	New	+$201K	0.16%	58

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

Triad Wealth Partners's BX Position: Q1 2026 in Review

Triad Wealth Partners increased its Blackstone (BX) stake by 3% in Q1 2026, buying an estimated $15.4K and bringing the position to 4,109 shares worth $473K. The position accounts for 0.04% of the portfolio, ranked #285.

Triad Wealth Partners first reported a position in BX in Q1 2024 and has held it in 8 quarters since. The position peaked at $615K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Triad Wealth Partners held 4,109 shares of Blackstone worth $473K as of Q1 2026.
Triad Wealth Partners bought 118 Blackstone shares in Q1 2026, an estimated $15.4K.
Blackstone made up 0.04% of Triad Wealth Partners's portfolio in Q1 2026, its #285 holding.
Triad Wealth Partners first reported a position in Blackstone in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Blackstone position peaked at $615K in Q4 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.