WealthShield Partners’s Blackstone BX Stock Holding History

WealthShield Partners’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	-1,471	Closed	-$227K	–	612
2025 Q4	$227K	Sell	1,471 -23	-2%	-$3.5K	0.03%	318
2025 Q3	$255K	Buy	1,494 +3	+0.2%	+$514	0.03%	298
2025 Q2	$223K	Sell	1,491 -11	-0.7%	-$1.51K	0.03%	307
2025 Q1	$210K	Sell	1,502 -128	-8%	-$20.8K	0.03%	312
2024 Q4	$281K	Hold	1,630	–	–	0.04%	252
2024 Q3	$250K	Hold	1,630	–	–	0.03%	267
2024 Q2	$202K	Sell	1,630 -100	-6%	-$12.3K	0.03%	278
2024 Q1	$227K	Sell	1,730 -35	-2%	-$4.37K	0.04%	257
2023 Q4	$231K	Buy	+1,765	New	+$191K	0.04%	264
2022 Q2	–	Sell	-1,954	Closed	-$248K	–	296
2022 Q1	$248K	Buy	+1,954	New	+$238K	0.04%	301
2021 Q4	–	Sell	-2,032	Closed	-$237K	–	284
2021 Q3	$237K	Buy	2,032 +314	+18%	+$36.4K	0.06%	210
2021 Q2	$167K	Hold	1,718	–	–	0.03%	287
2021 Q1	$128K	Buy	+1,718	New	+$119K	0.02%	309

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

WealthShield Partners's BX Position: Q1 2026 in Review

WealthShield Partners sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,471 shares — an estimated $227K sold.

WealthShield Partners first reported a position in BX in Q1 2021 and held it in 13 quarters. The position peaked at $281K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

WealthShield Partners reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
WealthShield Partners sold 1,471 Blackstone shares in Q1 2026, an estimated $227K.
WealthShield Partners first reported a position in Blackstone in Q1 2021 and held it in 13 quarters.
WealthShield Partners's Blackstone position peaked at $281K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.