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West Family Investments’s Blackstone BX Stock Holding History

West Family Investments’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
-2,272
Closed -$350K – 271
2025
Q4 		$350K Hold
2,272
– – 0.08% 235
2025
Q3 		$388K Buy
2,272
+16
+0.7% +$2.74K 0.09% 232
2025
Q2 		$337K Buy
2,256
+477
+27% +$65.5K 0.09% 234
2025
Q1 		$249K Hold
1,779
– – 0.09% 200
2024
Q4 		$307K Sell
1,779
-16
-0.9% -$2.79K 0.11% 187
2024
Q3 		$275K Buy
+1,795
New +$249K 0.09% 221

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Family Investments's BX Position: Q1 2026 in Review

West Family Investments sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,272 shares — an estimated $350K sold.

West Family Investments first reported a position in BX in Q3 2024 and held it in 6 quarters. The position peaked at $388K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • West Family Investments reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 2,272 Blackstone shares in Q1 2026, an estimated $350K.
  • West Family Investments first reported a position in Blackstone in Q3 2024 and held it in 6 quarters.
  • West Family Investments's Blackstone position peaked at $388K in Q3 2025.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.