Valued Retirements’s Blackstone BX Stock Holding History

Valued Retirements’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	$415K	Hold	3,611	–	–	0.41%	55
2025 Q4	$557K	Hold	3,611	–	–	0.54%	44
2025 Q3	$540K	Hold	3,611	–	–	0.61%	43
2025 Q2	$540K	Hold	3,611	–	–	0.61%	43
2025 Q1	$505K	Hold	3,611	–	–	0.66%	40
2024 Q4	$623K	Hold	3,611	–	–	0.84%	34
2024 Q3	$553K	Hold	3,611	–	–	0.76%	35
2024 Q2	$447K	Hold	3,611	–	–	0.68%	39
2024 Q1	$474K	Hold	3,611	–	–	0.76%	31
2023 Q4	$473K	Buy	+3,611	New	+$391K	0.82%	30

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

Valued Retirements's BX Position: Q1 2026 in Review

Valued Retirements held its Blackstone (BX) position steady in Q1 2026 at 3,611 shares worth $415K. The position accounts for 0.41% of the portfolio, ranked #55.

Valued Retirements first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $623K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Valued Retirements held 3,611 shares of Blackstone worth $415K as of Q1 2026.
Valued Retirements left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.41% of Valued Retirements's portfolio in Q1 2026, its #55 holding.
Valued Retirements first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Valued Retirements's Blackstone position peaked at $623K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.