Vermillion & White Wealth Management Group’s Blackstone BX Stock Holding History

Vermillion & White Wealth Management Group’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	-432	Closed	-$66.6K	–	132
2025 Q4	$66.6K	Hold	432	–	–	0.04%	129
2025 Q3	$73.9K	Hold	432	–	–	0.04%	118
2025 Q2	$64.7K	Hold	432	–	–	0.04%	119
2025 Q1	$60.4K	Hold	432	–	–	0.04%	115
2024 Q4	$74.5K	Hold	432	–	–	0.05%	100
2024 Q3	$66.2K	Hold	432	–	–	0.05%	109
2024 Q2	$53.5K	Hold	432	–	–	0.04%	123
2024 Q1	$56.8K	Hold	432	–	–	0.05%	113
2023 Q4	$56.6K	Buy	+432	New	+$46.7K	0.05%	82

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vermillion & White Wealth Management Group's BX Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 432 shares — an estimated $66.6K sold.

Vermillion & White Wealth Management Group first reported a position in BX in Q4 2023 and held it in 9 quarters. The position peaked at $74.5K in Q4 2024. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 432 Blackstone shares in Q1 2026, an estimated $66.6K.
Vermillion & White Wealth Management Group first reported a position in Blackstone in Q4 2023 and held it in 9 quarters.
Vermillion & White Wealth Management Group's Blackstone position peaked at $74.5K in Q4 2024.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.