Westshore Wealth’s Blackstone BX Stock Holding History

Westshore Wealth’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	$292K	Buy	2,537 +50	+2%	+$6.5K	0.1%	82
2025 Q4	$383K	Sell	2,487 -163	-6%	-$24.8K	0.13%	60
2025 Q3	$453K	Sell	2,650 -84	-3%	-$14.4K	0.15%	55
2025 Q2	$409K	Sell	2,734 -113	-4%	-$15.5K	0.16%	54
2025 Q1	$398K	Sell	2,847 -136	-5%	-$22.1K	0.17%	55
2024 Q4	$514K	Sell	2,983 -95	-3%	-$16.6K	0.21%	35
2024 Q3	$471K	Sell	3,078 -52	-2%	-$7.21K	0.19%	41
2024 Q2	$387K	Sell	3,130 -19	-0.6%	-$2.34K	0.16%	45
2024 Q1	$414K	Sell	3,149 -27	-0.9%	-$3.37K	0.17%	47
2023 Q4	$416K	Hold	3,176	–	–	0.19%	40
2023 Q3	$340K	Hold	3,176	–	–	0.19%	44
2023 Q2	$295K	Sell	3,176 -104	-3%	-$8.98K	0.15%	65
2023 Q1	$288K	Buy	3,280 +113	+4%	+$9.98K	0.15%	71
2022 Q4	$235K	Hold	3,167	–	–	0.13%	89
2022 Q3	$265K	Buy	3,167 +1	+0%	+$97	0.18%	63
2022 Q2	$289K	Buy	3,166 +78	+3%	+$8.42K	0.19%	62
2022 Q1	$392K	Buy	3,088 +398	+15%	+$48.5K	0.26%	48
2021 Q4	$348K	Buy	+2,690	New	+$359K	0.24%	55

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

Westshore Wealth's BX Position: Q1 2026 in Review

Westshore Wealth increased its Blackstone (BX) stake by 2% in Q1 2026, buying an estimated $6.5K and bringing the position to 2,537 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #82.

Westshore Wealth first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $514K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Westshore Wealth held 2,537 shares of Blackstone worth $292K as of Q1 2026.
Westshore Wealth bought 50 Blackstone shares in Q1 2026, an estimated $6.5K.
Blackstone made up 0.1% of Westshore Wealth's portfolio in Q1 2026, its #82 holding.
Westshore Wealth first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
Westshore Wealth's Blackstone position peaked at $514K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.