WestEnd Advisors’s Blackstone BX Stock Holding History

WestEnd Advisors’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	$2.76K	Hold	24	–	–	﹤0.01%	133
2025 Q4	$3.7K	Buy	24 +8	+50%	+$1.22K	﹤0.01%	116
2025 Q3	$2.73K	Hold	16	–	–	﹤0.01%	133
2025 Q2	$2.39K	Sell	16 -7	-30%	-$962	﹤0.01%	136
2025 Q1	$3.21K	Buy	23 +8	+53%	+$1.3K	﹤0.01%	125
2024 Q4	$2.59K	Buy	15 +2	+15%	+$348	﹤0.01%	96
2024 Q3	$1.99K	Buy	13 +1	+8%	+$139	﹤0.01%	92
2024 Q2	$1.49K	Buy	12 +9	+300%	+$1.11K	﹤0.01%	97
2024 Q1	$394	Buy	+3	New	+$375	﹤0.01%	175

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

WestEnd Advisors's BX Position: Q1 2026 in Review

WestEnd Advisors held its Blackstone (BX) position steady in Q1 2026 at 24 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #133.

WestEnd Advisors first reported a position in BX in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.7K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

WestEnd Advisors held 24 shares of Blackstone worth $2.76K as of Q1 2026.
WestEnd Advisors left its Blackstone share count unchanged in Q1 2026.
Blackstone made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #133 holding.
WestEnd Advisors first reported a position in Blackstone in Q1 2024 and has held it in 9 quarters since.
WestEnd Advisors's Blackstone position peaked at $3.7K in Q4 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.