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Abound Wealth Management’s Blackstone BX Stock Holding History

Abound Wealth Management’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 Sell
36
-83
-70% -$9.97K ﹤0.01% 630
2026
Q1 		$13.7K Sell
119
-14
-11% -$1.82K ﹤0.01% 474
2025
Q4 		$20.6K Hold
133
– – ﹤0.01% 364
2025
Q3 		$22.8K Hold
133
– – 0.01% 330
2025
Q2 		$19.9K Buy
133
+23
+21% +$3.16K 0.01% 331
2025
Q1 		$15.4K Sell
110
-24
-18% -$3.9K 0.01% 337
2024
Q4 		$23K Sell
134
-100
-43% -$17.4K 0.01% 264
2024
Q3 		$35.8K Buy
234
+87
+59% +$12.1K 0.01% 217
2024
Q2 		$18.2K Sell
147
-11
-7% -$1.35K 0.01% 266
2024
Q1 		$20.8K Buy
158
+34
+27% +$4.25K 0.01% 241
2023
Q4 		$16.3K Buy
124
+113
+1,027% +$12.2K 0.01% 298
2023
Q3 		$1.2K Hold
11
– – ﹤0.01% 692
2023
Q2 		$1.03K Sell
11
-22
-67% -$1.9K ﹤0.01% 731
2023
Q1 		$2.9K Buy
+33
New +$2.92K ﹤0.01% 529
2022
Q4 		– Sell
-286
Closed -$23.9K – 734
2022
Q3 		$23.9K Buy
+286
New +$27.7K 0.01% 173

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

Abound Wealth Management's BX Position: Q2 2026 in Review

Abound Wealth Management reduced its Blackstone (BX) stake by 70% in Q2 2026, selling an estimated $9.97K and leaving 36 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Abound Wealth Management first reported a position in BX in Q3 2022 and has held it in 15 quarters since. The position peaked at $35.8K in Q3 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Abound Wealth Management held 36 shares of Blackstone worth $4.24K as of Q2 2026.
  • Abound Wealth Management sold 83 Blackstone shares in Q2 2026, an estimated $9.97K.
  • Blackstone made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #630 holding.
  • Abound Wealth Management first reported a position in Blackstone in Q3 2022 and has held it in 15 quarters since.
  • Abound Wealth Management's Blackstone position peaked at $35.8K in Q3 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.