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Winnow Wealth’s Blackstone BX Stock Holding History

Winnow 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 		– Sell
-4
Closed -$620 – 186
2025
Q4 		$620 Buy
4
+3
+300% +$456 ﹤0.01% 481
2025
Q3 		$171 Buy
+1
New +$171 ﹤0.01% 518
2025
Q2 		– Sell
-22
Closed -$2.98K – 237
2025
Q1 		$2.98K Buy
22
+8
+57% +$1.3K ﹤0.01% 274
2024
Q4 		$2.41K Buy
+14
New +$2.44K ﹤0.01% 257

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Winnow Wealth's BX Position: Q1 2026 in Review

Winnow Wealth sold out of Blackstone (BX) in Q1 2026, closing a stake of 4 shares — an estimated $620 sold.

Winnow Wealth first reported a position in BX in Q4 2024 and held it in 4 quarters. The position peaked at $2.98K in Q1 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Winnow Wealth reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 4 Blackstone shares in Q1 2026, an estimated $620.
  • Winnow Wealth first reported a position in Blackstone in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Blackstone position peaked at $2.98K in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.