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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
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

SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Accel Wealth Management reduced its Blackstone (BX) stake by 8% in Q2 2026, selling an estimated $125K and leaving 11,969 shares worth $1.41M. The position accounts for 0.32% of the portfolio, ranked #74.

Accel Wealth Management first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.38M in Q4 2024. 850 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Accel Wealth Management held 11,969 shares of Blackstone worth $1.41M as of Q2 2026.
  • Accel Wealth Management sold 1,038 Blackstone shares in Q2 2026, an estimated $125K.
  • Blackstone made up 0.32% of Accel Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Accel Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's Blackstone position peaked at $2.38M in Q4 2024.
  • 850 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

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