1 North Wealth Services’s Blackstone BX Stock Holding History

1 North Wealth Services’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 Q2	$4.24K	Hold	36	–	–	﹤0.01%	239
2026 Q1	$4.14K	Sell	36 -185	-84%	-$24.1K	﹤0.01%	210
2025 Q4	$34.1K	Buy	221 +110	+99%	+$16.7K	0.01%	103
2025 Q3	$19K	Hold	111	–	–	0.01%	121
2025 Q2	$16.6K	Hold	111	–	–	0.01%	124
2025 Q1	$15.5K	Buy	+111	New	+$18K	0.01%	127
2019 Q4	$13K	Hold	240	–	–	0.01%	175
2019 Q3	$12K	Buy	+240	New	+$11.7K	0.01%	145
2019 Q1	$8K	Hold	240	–	–	0.01%	158
2018 Q4	$7K	Buy	+240	New	+$7.93K	0.01%	167

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1 North Wealth Services's BX Position: Q2 2026 in Review

1 North Wealth Services held its Blackstone (BX) position steady in Q2 2026 at 36 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

1 North Wealth Services first reported a position in BX in Q4 2018 and has held it in 10 quarters since. The position peaked at $34.1K in Q4 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

1 North Wealth Services held 36 shares of Blackstone worth $4.24K as of Q2 2026.
1 North Wealth Services left its Blackstone share count unchanged in Q2 2026.
Blackstone made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #239 holding.
1 North Wealth Services first reported a position in Blackstone in Q4 2018 and has held it in 10 quarters since.
1 North Wealth Services's Blackstone position peaked at $34.1K in Q4 2025.
2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.