Turtle Creek Wealth Advisors’s Blackstone BX Stock Holding History

Turtle Creek Wealth 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	$6.53M	Buy	56,803 +14,981	+36%	+$1.95M	0.49%	53
2025 Q4	$6.45M	Sell	41,822 -1,286	-3%	-$195K	0.51%	55
2025 Q3	$7.37M	Buy	43,108 +17,501	+68%	+$3M	0.66%	43
2025 Q2	$3.83M	Buy	25,607 +11,625	+83%	+$1.6M	0.45%	60
2025 Q1	$1.95M	Buy	+13,982	New	+$2.27M	0.29%	81
2024 Q1	–	Sell	-445	Closed	-$58.3K	–	287
2023 Q4	$58.3K	Buy	+445	New	+$48.1K	0.02%	252

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

Turtle Creek Wealth Advisors's BX Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Blackstone (BX) stake by 36% in Q1 2026, buying an estimated $1.95M and bringing the position to 56,803 shares worth $6.53M. The position accounts for 0.49% of the portfolio, ranked #53.

Turtle Creek Wealth Advisors first reported a position in BX in Q4 2023 and has held it in 6 quarters since. The position peaked at $7.37M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Turtle Creek Wealth Advisors held 56,803 shares of Blackstone worth $6.53M as of Q1 2026.
Turtle Creek Wealth Advisors bought 14,981 Blackstone shares in Q1 2026, an estimated $1.95M.
Blackstone made up 0.49% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Turtle Creek Wealth Advisors first reported a position in Blackstone in Q4 2023 and has held it in 6 quarters since.
Turtle Creek Wealth Advisors's Blackstone position peaked at $7.37M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.