Values Added Financial’s Blackstone BX Stock Holding History

Values Added Financial’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	-1,338	Closed	-$206K	–	137
2025 Q4	$206K	Buy	1,338 +41	+3%	+$6.23K	0.09%	131
2025 Q3	$222K	Buy	+1,297	New	+$222K	0.1%	116
2025 Q1	–	Sell	-1,187	Closed	-$205K	–	118
2024 Q4	$205K	Buy	+1,187	New	+$207K	0.12%	113

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

Values Added Financial's BX Position: Q1 2026 in Review

Values Added Financial sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,338 shares — an estimated $206K sold.

Values Added Financial first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $222K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Values Added Financial reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Values Added Financial sold 1,338 Blackstone shares in Q1 2026, an estimated $206K.
Values Added Financial first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
Values Added Financial's Blackstone position peaked at $222K in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Values Added Financial's 13F filing for Q1 2026, filed 20 Apr 2026.