Udine Wealth Management’s Blackstone BX Stock Holding History

Udine Wealth Management’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	–	Sell	-16,393	Closed	-$2.53M	–	36
2025 Q4	$2.53M	Buy	16,393 +630	+4%	+$95.7K	1.19%	25
2025 Q3	$2.69M	Buy	15,763 +504	+3%	+$86.4K	1.29%	22
2025 Q2	$22.3M	Buy	+15,259	New	+$2.1M	11.76%	2
2023 Q4	–	Sell	-16,755	Closed	-$1.8M	–	21
2023 Q3	$1.8M	Buy	16,755 +246	+1%	+$25.6K	1.74%	13
2023 Q2	$1.53M	Buy	+16,509	New	+$1.43M	1.46%	19
2022 Q4	–	Sell	-16,438	Closed	-$1.38M	–	13
2022 Q3	$1.38M	Buy	16,438 +3,140	+24%	+$304K	2.17%	10
2022 Q2	$1.21M	Buy	+13,298	New	+$1.44M	2.2%	8

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

Udine Wealth Management's BX Position: Q1 2026 in Review

Udine Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 16,393 shares — an estimated $2.53M sold.

Udine Wealth Management first reported a position in BX in Q2 2022 and held it in 7 quarters. The position peaked at $22.3M in Q2 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Udine Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Udine Wealth Management sold 16,393 Blackstone shares in Q1 2026, an estimated $2.53M.
Udine Wealth Management first reported a position in Blackstone in Q2 2022 and held it in 7 quarters.
Udine Wealth Management's Blackstone position peaked at $22.3M in Q2 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Udine Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.