Wellington Management Group’s Blackstone BX Stock Holding History

Wellington 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	$8.92M	Sell	77,544 -31,304	-29%	-$4.07M	﹤0.01%	1273
2025 Q4	$16.8M	Sell	108,848 -25,912	-19%	-$3.94M	﹤0.01%	1104
2025 Q3	$23M	Buy	134,760 +15,760	+13%	+$2.7M	﹤0.01%	969
2025 Q2	$17.8M	Sell	119,000 -48,353	-29%	-$6.64M	﹤0.01%	1005
2025 Q1	$23.4M	Buy	167,353 +3,928	+2%	+$638K	﹤0.01%	908
2024 Q4	$28.2M	Sell	163,425 -83,573	-34%	-$14.6M	0.01%	874
2024 Q3	$37.8M	Buy	246,998 +56,559	+30%	+$7.85M	0.01%	778
2024 Q2	$23.6M	Buy	190,439 +14,690	+8%	+$1.81M	﹤0.01%	899
2024 Q1	$23.1M	Sell	175,749 -1,028,797	-85%	-$128M	﹤0.01%	913
2023 Q4	$158M	Sell	1,204,546 -2,435,225	-67%	-$263M	0.03%	441
2023 Q3	$390M	Sell	3,639,771 -7,536,075	-67%	-$785M	0.08%	244
2023 Q2	$1.04B	Sell	11,175,846 -1,432,699	-11%	-$124M	0.2%	120
2023 Q1	$1.11B	Sell	12,608,545 -3,094,126	-20%	-$273M	0.22%	111
2022 Q4	$1.16B	Sell	15,702,671 -288,547	-2%	-$24.9M	0.23%	102
2022 Q3	$1.34B	Buy	15,991,218 +1,662,462	+12%	+$161M	0.29%	88
2022 Q2	$1.31B	Buy	14,328,756 +3,300,794	+30%	+$356M	0.26%	92
2022 Q1	$1.4B	Sell	11,027,962 -2,412,200	-18%	-$294M	0.24%	97
2021 Q4	$1.74B	Sell	13,440,162 -1,142,396	-8%	-$152M	0.28%	82
2021 Q3	$1.7B	Sell	14,582,558 -7,073,920	-33%	-$821M	0.29%	82
2021 Q2	$2.1B	Sell	21,656,478 -15,853,589	-42%	-$1.41B	0.35%	74
2021 Q1	$2.8B	Sell	37,510,067 -5,225,306	-12%	-$361M	0.49%	48
2020 Q4	$2.77B	Sell	42,735,373 -168,828	-0.4%	-$9.83M	0.51%	47
2020 Q3	$2.24B	Buy	42,904,201 +4,740,380	+12%	+$254M	0.46%	55
2020 Q2	$2.16B	Buy	38,163,821 +11,321,871	+42%	+$596M	0.48%	52
2020 Q1	$1.22B	Buy	26,841,950 +10,996,707	+69%	+$608M	0.32%	74
2019 Q4	$886M	Buy	15,845,243 +520,629	+3%	+$27M	0.19%	129
2019 Q3	$748M	Buy	15,324,614 +14,479,021	+1,712%	+$706M	0.17%	139
2019 Q2	$37.6M	Buy	845,593 +729,583	+629%	+$29.1M	0.01%	841
2019 Q1	$4.06M	Buy	+116,010	New	+$3.87M	﹤0.01%	1432
2018 Q4	–	Sell	-155,100	Closed	-$5.91M	–	2058
2018 Q3	$5.91M	Buy	+155,100	New	+$5.6M	﹤0.01%	1424
2018 Q1	–	Sell	-1,538,921	Closed	-$49.3M	–	2206
2017 Q4	$49.3M	Sell	1,538,921 -750,500	-33%	-$24.4M	0.01%	773
2017 Q3	$76.4M	Sell	2,289,421 -1,353,200	-37%	-$44.5M	0.02%	628
2017 Q2	$121M	Hold	3,642,621	–	–	0.03%	452
2017 Q1	$108M	Buy	3,642,621 +1,433,649	+65%	+$43.1M	0.03%	483
2016 Q4	$59.7M	Buy	+2,208,972	New	+$57.3M	0.02%	662
2016 Q1	–	Sell	-4,577,256	Closed	-$134M	–	2120
2015 Q4	$134M	Buy	4,577,256 +276,917	+6%	+$8.83M	0.04%	395
2015 Q3	$134M	Sell	4,300,339 -176,284	-4%	-$6.38M	0.04%	372
2015 Q2	$180M	Buy	4,476,623 +674,021	+18%	+$27.7M	0.05%	342
2015 Q1	$145M	Buy	+3,802,602	New	+$137M	0.04%	410
2014 Q2	–	Sell	-567,074	Closed	-$18.5M	–	2155
2014 Q1	$18.5M	Buy	+567,074	New	+$18.1M	0.01%	1053

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

Wellington Management Group's BX Position: Q1 2026 in Review

Wellington Management Group reduced its Blackstone (BX) stake by 29% in Q1 2026, selling an estimated $4.07M and leaving 77,544 shares worth $8.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Wellington Management Group first reported a position in BX in Q1 2014 and has held it in 40 quarters since. The position peaked at $2.8B in Q1 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Wellington Management Group held 77,544 shares of Blackstone worth $8.92M as of Q1 2026.
Wellington Management Group sold 31,304 Blackstone shares in Q1 2026, an estimated $4.07M.
Blackstone made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1273 holding.
Wellington Management Group first reported a position in Blackstone in Q1 2014 and has held it in 40 quarters since.
Wellington Management Group's Blackstone position peaked at $2.8B in Q1 2021.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.