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Woodward Diversified Capital’s Blackstone BX Stock Holding History

Woodward Diversified Capital’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
-1,495
Closed -$230K – 188
2025
Q4 		$230K Buy
1,495
+6
+0.4% +$912 0.11% 161
2025
Q3 		$254K Buy
1,489
+4
+0.3% +$685 0.12% 155
2025
Q2 		$222K Buy
+1,485
New +$204K 0.11% 156
2024
Q4 		– Sell
-1,972
Closed -$302K – 135
2024
Q3 		$302K Buy
1,972
+4
+0.2% +$555 0.19% 122
2024
Q2 		$244K Buy
1,968
+4
+0.2% +$492 0.14% 138
2024
Q1 		$258K Buy
1,964
+4
+0.2% +$500 0.16% 134
2023
Q4 		$257K Buy
1,960
+6
+0.3% +$649 0.16% 130
2023
Q3 		$209K Buy
+1,954
New +$203K 0.15% 140
2022
Q2 		– Sell
-1,938
Closed -$246K – 138
2022
Q1 		$246K Sell
1,938
-14
-0.7% -$1.71K 0.16% 133
2021
Q4 		$253K Sell
1,952
-295
-13% -$39.3K 0.15% 158
2021
Q3 		$261K Buy
2,247
+3
+0.1% +$348 0.16% 144
2021
Q2 		$218K Buy
+2,244
New +$199K 0.12% 177

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Woodward Diversified Capital's BX Position: Q1 2026 in Review

Woodward Diversified Capital sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,495 shares — an estimated $230K sold.

Woodward Diversified Capital first reported a position in BX in Q2 2021 and held it in 12 quarters. The position peaked at $302K in Q3 2024. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Woodward Diversified Capital reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Woodward Diversified Capital sold 1,495 Blackstone shares in Q1 2026, an estimated $230K.
  • Woodward Diversified Capital first reported a position in Blackstone in Q2 2021 and held it in 12 quarters.
  • Woodward Diversified Capital's Blackstone position peaked at $302K in Q3 2024.
  • 2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.