TritonPoint Wealth’s Blackstone BX Stock Holding History

TritonPoint 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	$3.41M	Sell	29,653 -1,245	-4%	-$162K	0.37%	67
2025 Q4	$4.76M	Sell	30,898 -214	-0.7%	-$32.5K	0.48%	48
2025 Q3	$5.32M	Sell	31,112 -1,175	-4%	-$201K	0.46%	56
2025 Q2	$4.83M	Sell	32,287 -1,261	-4%	-$173K	0.45%	60
2025 Q1	$4.69M	Sell	33,548 -710	-2%	-$115K	0.45%	60
2024 Q4	$5.91M	Buy	34,258 +980	+3%	+$171K	0.53%	51
2024 Q3	$5.16M	Buy	33,278 +5,450	+20%	+$756K	0.47%	59
2024 Q2	$3.45M	Sell	27,828 -5,650	-17%	-$695K	0.33%	81
2024 Q1	$4.14M	Sell	33,478 -2,197	-6%	-$274K	0.43%	63
2023 Q4	$4.67M	Buy	+35,675	New	+$3.86M	0.46%	61

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

TritonPoint Wealth's BX Position: Q1 2026 in Review

TritonPoint Wealth reduced its Blackstone (BX) stake by 4% in Q1 2026, selling an estimated $162K and leaving 29,653 shares worth $3.41M. The position accounts for 0.37% of the portfolio, ranked #67.

TritonPoint Wealth first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.91M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

TritonPoint Wealth held 29,653 shares of Blackstone worth $3.41M as of Q1 2026.
TritonPoint Wealth sold 1,245 Blackstone shares in Q1 2026, an estimated $162K.
Blackstone made up 0.37% of TritonPoint Wealth's portfolio in Q1 2026, its #67 holding.
TritonPoint Wealth first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Blackstone position peaked at $5.91M in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.