Van Hulzen Asset Management’s Blackstone BX Stock Holding History

Van Hulzen Asset 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	-1,562	Closed	-$241K	–	363
2025 Q4	$241K	Buy	+1,562	New	+$237K	0.02%	294
2025 Q1	–	Sell	-704	Closed	-$121K	–	413
2024 Q4	$121K	Buy	+704	New	+$123K	0.01%	375
2017 Q1	–	Sell	-21,410	Closed	-$579K	–	127
2016 Q4	$579K	Sell	21,410 -81,790	-79%	-$2.12M	0.27%	78
2016 Q3	$2.63M	Buy	+103,200	New	+$2.72M	1.43%	25
2016 Q2	–	Sell	-4,000	Closed	-$112K	–	147
2016 Q1	$112K	Hold	4,000	–	–	0.06%	132
2015 Q4	$117K	Sell	4,000 -76	-2%	-$2.42K	0.07%	124
2015 Q3	$127K	Buy	+4,076	New	+$147K	0.08%	124
2014 Q1	–	Sell	-9,681	Closed	-$299K	–	92
2013 Q4	$299K	Buy	+9,681	New	+$264K	0.26%	78

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

Van Hulzen Asset Management's BX Position: Q1 2026 in Review

Van Hulzen Asset Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,562 shares — an estimated $241K sold.

Van Hulzen Asset Management first reported a position in BX in Q4 2013 and held it in 8 quarters. The position peaked at $2.63M in Q3 2016. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Van Hulzen Asset Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Van Hulzen Asset Management sold 1,562 Blackstone shares in Q1 2026, an estimated $241K.
Van Hulzen Asset Management first reported a position in Blackstone in Q4 2013 and held it in 8 quarters.
Van Hulzen Asset Management's Blackstone position peaked at $2.63M in Q3 2016.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.