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ViaWealth’s Blackstone BX Stock Holding History

ViaWealth’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 		$1.01M Buy
8,740
+3,806
+77% +$495K 0.56% 50
2025
Q4 		$761K Sell
4,934
-193
-4% -$29.3K 0.43% 71
2025
Q3 		$876K Buy
5,127
+124
+2% +$21.2K 0.48% 57
2025
Q2 		$748K Buy
5,003
+325
+7% +$44.7K 0.44% 68
2025
Q1 		$654K Sell
4,678
-7
-0.1% -$1.14K 0.4% 79
2024
Q4 		$808K Sell
4,685
-171
-4% -$29.8K 0.49% 62
2024
Q3 		$744K Sell
4,856
-225
-4% -$31.2K 0.43% 74
2024
Q2 		$629K Sell
5,081
-522
-9% -$64.2K 0.39% 79
2024
Q1 		$736K Sell
5,603
-752
-12% -$93.9K 0.46% 74
2023
Q4 		$832K Sell
6,355
-562
-8% -$60.8K 0.57% 54
2023
Q3 		$741K Buy
6,917
+8
+0.1% +$833 0.54% 57
2023
Q2 		$642K Buy
6,909
+1,334
+24% +$115K 0.48% 67
2023
Q1 		$490K Buy
5,575
+1,116
+25% +$98.6K 0.39% 90
2022
Q4 		$359K Buy
+4,459
New +$385K 0.3% 116

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ViaWealth's BX Position: Q1 2026 in Review

ViaWealth increased its Blackstone (BX) stake by 77% in Q1 2026, buying an estimated $495K and bringing the position to 8,740 shares worth $1.01M. The position accounts for 0.56% of the portfolio, ranked #50.

ViaWealth first reported a position in BX in Q4 2022 and has held it in 14 quarters since. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • ViaWealth held 8,740 shares of Blackstone worth $1.01M as of Q1 2026.
  • ViaWealth bought 3,806 Blackstone shares in Q1 2026, an estimated $495K.
  • Blackstone made up 0.56% of ViaWealth's portfolio in Q1 2026, its #50 holding.
  • ViaWealth first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.