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Accretive Wealth Partners’s Blackstone BX Stock Holding History

Accretive Wealth Partners’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 		$1.73M Buy
14,683
+353
+2% +$42.4K 0.42% 62
2026
Q1 		$1.65M Sell
14,330
-128
-0.9% -$16.7K 0.46% 61
2025
Q4 		$2.23M Sell
14,458
-213
-1% -$32.4K 0.66% 42
2025
Q3 		$2.51M Buy
14,671
+243
+2% +$41.6K 0.76% 37
2025
Q2 		$2.16M Buy
14,428
+176
+1% +$24.2K 0.71% 42
2025
Q1 		$1.91M Buy
14,252
+1,108
+8% +$180K 0.67% 47
2024
Q4 		$2.27M Sell
13,144
-291
-2% -$50.7K 0.96% 33
2024
Q3 		$2.06M Sell
13,435
-323
-2% -$44.8K 0.86% 36
2024
Q2 		$1.7M Buy
13,758
+135
+1% +$16.6K 0.71% 41
2024
Q1 		$1.61M Buy
13,623
+158
+1% +$19.7K 0.71% 44
2023
Q4 		$1.76M Sell
13,465
-28
-0.2% -$3.03K 0.85% 36
2023
Q3 		$1.45M Buy
13,493
+191
+1% +$19.9K 0.86% 31
2023
Q2 		$1.24M Buy
13,302
+1,123
+9% +$97K 0.73% 44
2023
Q1 		$1.07M Buy
12,179
+359
+3% +$31.7K 0.68% 49
2022
Q4 		$877K Buy
11,820
+795
+7% +$68.7K 0.6% 51
2022
Q3 		$923K Buy
+11,025
New +$1.07M 0.7% 46
2022
Q2 		– Sell
-1,907
Closed -$242K – 110
2022
Q1 		$242K Buy
+1,907
New +$233K 0.15% 103

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

Accretive Wealth Partners's BX Position: Q2 2026 in Review

Accretive Wealth Partners increased its Blackstone (BX) stake by 2.5% in Q2 2026, buying an estimated $42.4K and bringing the position to 14,683 shares worth $1.73M. The position accounts for 0.42% of the portfolio, ranked #62.

Accretive Wealth Partners first reported a position in BX in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.51M in Q3 2025. 2,155 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Accretive Wealth Partners held 14,683 shares of Blackstone worth $1.73M as of Q2 2026.
  • Accretive Wealth Partners bought 353 Blackstone shares in Q2 2026, an estimated $42.4K.
  • Blackstone made up 0.42% of Accretive Wealth Partners's portfolio in Q2 2026, its #62 holding.
  • Accretive Wealth Partners first reported a position in Blackstone in Q1 2022 and has held it in 17 quarters since.
  • Accretive Wealth Partners's Blackstone position peaked at $2.51M in Q3 2025.
  • 2,155 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Accretive Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.