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1776 Wealth’s Blackstone BX Stock Holding History

1776 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
2021
Q3 		– Sell
-14,400
Closed -$1.4M – 118
2021
Q2 		$1.4M Buy
+14,400
New +$1.28M 0.79% 26

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1776 Wealth's BX Position: Q2 2026 in Review

1776 Wealth increased its Blackstone (BX) stake by 0.01% in Q2 2026, buying an estimated $240 and bringing the position to 39,188 shares worth $4.61M. The position accounts for 1.62% of the portfolio, ranked #15.

1776 Wealth first reported a position in BX in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.75M in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • 1776 Wealth held 39,188 shares of Blackstone worth $4.61M as of Q2 2026.
  • 1776 Wealth bought 2 Blackstone shares in Q2 2026, an estimated $240.
  • Blackstone made up 1.62% of 1776 Wealth's portfolio in Q2 2026, its #15 holding.
  • 1776 Wealth first reported a position in Blackstone in Q4 2019 and has held it in 27 quarters since.
  • 1776 Wealth's Blackstone position peaked at $5.75M in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.