Accel Wealth Management
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Accel Wealth Management’s Blackstone BX Stock Holding History

Accel 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
Q3 		$1.31M Sell
11,701
-268
-2% -$35.1K 0.28% 83
2026
Q2 		$1.41M Sell
11,969
-1,038
-8% -$125K 0.32% 74
2026
Q1 		$1.5M Sell
13,007
-93
-0.7% -$12.1K 0.39% 66
2025
Q4 		$2.02M Sell
13,100
-283
-2% -$43K 0.55% 45
2025
Q3 		$2.29M Sell
13,383
-278
-2% -$47.6K 0.67% 37
2025
Q2 		$2.04M Sell
13,661
-212
-2% -$29.1K 0.68% 38
2025
Q1 		$1.94M Buy
13,873
+50
+0.4% +$8.12K 0.7% 40
2024
Q4 		$2.38M Sell
13,823
-10
-0.1% -$1.74K 0.9% 25
2024
Q3 		$2.12M Sell
13,833
-335
-2% -$46.5K 0.79% 35
2024
Q2 		$1.75M Sell
14,168
-83
-0.6% -$10.2K 0.7% 39
2024
Q1 		$1.87M Buy
14,251
+1,765
+14% +$220K 0.79% 34
2023
Q4 		$1.63M Buy
12,486
+36
+0.3% +$3.9K 0.82% 33
2023
Q3 		$1.33M Sell
12,450
-182
-1% -$19K 0.74% 43
2023
Q2 		$1.17M Sell
12,632
-235
-2% -$20.3K 0.65% 45
2023
Q1 		$1.13M Buy
12,867
+41
+0.3% +$3.62K 0.46% 57
2022
Q4 		$952K Sell
12,826
-686
-5% -$59.2K 0.46% 57
2022
Q3 		$1.26M Sell
13,512
-1
-0% -$97 0.68% 42
2022
Q2 		$1.26M Buy
13,513
+578
+4% +$62.4K 0.72% 39
2022
Q1 		$1.66M Sell
12,935
-199
-2% -$24.3K 0.86% 30
2021
Q4 		$1.7M Buy
13,134
+681
+5% +$90.8K 0.83% 36
2021
Q3 		$1.45M Sell
12,453
-867
-7% -$101K 0.94% 29
2021
Q2 		$1.29M Buy
13,320
+493
+4% +$43.8K 0.86% 28
2021
Q1 		$956K Sell
12,827
-617
-5% -$42.6K 0.77% 30
2020
Q4 		$871K Buy
+13,444
New +$783K 0.81% 28

Other funds holding BX

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Accel Wealth Management's BX Position: Q3 2026 in Review

Accel Wealth Management reduced its Blackstone (BX) stake by 2.2% in Q3 2026, selling an estimated $35.1K and leaving 11,701 shares worth $1.31M. The position accounts for 0.28% of the portfolio, ranked #83.

Accel Wealth Management first reported a position in BX in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.38M in Q4 2024. 1,335 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Accel Wealth Management held 11,701 shares of Blackstone worth $1.31M as of Q3 2026.
  • Accel Wealth Management sold 268 Blackstone shares in Q3 2026, an estimated $35.1K.
  • Blackstone made up 0.28% of Accel Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Accel Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 24 quarters since.
  • Accel Wealth Management's Blackstone position peaked at $2.38M in Q4 2024.
  • 1,335 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.