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TruWealth Advisors’s Blackstone BX Stock Holding History

TruWealth Advisors’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 		$809K Sell
7,042
-1,341
-16% -$174K 0.04% 104
2025
Q4 		$1.29M Buy
8,383
+379
+5% +$57.6K 0.06% 88
2025
Q3 		$1.37M Buy
8,004
+469
+6% +$80.4K 0.07% 84
2025
Q2 		$1.13M Buy
7,535
+572
+8% +$78.6K 0.06% 86
2025
Q1 		$973K Buy
6,963
+349
+5% +$56.6K 0.06% 82
2024
Q4 		$1.14M Buy
6,614
+1,620
+32% +$282K 0.07% 77
2024
Q3 		$765K Sell
4,994
-69
-1% -$9.57K 0.05% 89
2024
Q2 		$627K Buy
5,063
+250
+5% +$30.8K 0.04% 92
2024
Q1 		$632K Sell
4,813
-69,482
-94% -$8.68M 0.04% 93
2023
Q4 		$9.73M Buy
74,295
+466
+0.6% +$50.4K 0.74% 43
2023
Q3 		$7.91M Buy
73,829
+2,181
+3% +$227K 0.68% 44
2023
Q2 		$6.66M Buy
71,648
+2,615
+4% +$226K 0.57% 45
2023
Q1 		$6.06M Buy
69,033
+19,890
+40% +$1.76M 0.56% 48
2022
Q4 		$3.65M Buy
49,143
+2,314
+5% +$200K 0.36% 54
2022
Q3 		$3.92M Buy
46,829
+2,005
+4% +$194K 0.41% 47
2022
Q2 		$4.09M Buy
44,824
+5,610
+14% +$606K 0.44% 41
2022
Q1 		$4.98M Buy
39,214
+8,620
+28% +$1.05M 0.52% 40
2021
Q4 		$3.96M Buy
+30,594
New +$4.08M 0.4% 41

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TruWealth Advisors's BX Position: Q1 2026 in Review

TruWealth Advisors reduced its Blackstone (BX) stake by 16% in Q1 2026, selling an estimated $174K and leaving 7,042 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #104.

TruWealth Advisors first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.73M in Q4 2023. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • TruWealth Advisors held 7,042 shares of Blackstone worth $809K as of Q1 2026.
  • TruWealth Advisors sold 1,341 Blackstone shares in Q1 2026, an estimated $174K.
  • Blackstone made up 0.04% of TruWealth Advisors's portfolio in Q1 2026, its #104 holding.
  • TruWealth Advisors first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • TruWealth Advisors's Blackstone position peaked at $9.73M in Q4 2023.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.