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

Act 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 		$201K Buy
+1,795
New +$235K 0.06% 61
2026
Q1 		– Sell
-1,407
Closed -$217K – 63
2025
Q4 		$217K Buy
1,407
+112
+9% +$17K 0.07% 55
2025
Q3 		$221K Buy
+1,295
New +$222K 0.08% 49
2025
Q1 		– Sell
-1,210
Closed -$209K – 53
2024
Q4 		$209K Sell
1,210
-360
-23% -$62.7K 0.1% 40
2024
Q3 		$240K Buy
+1,570
New +$218K 0.11% 37
2024
Q2 		– Sell
-1,550
Closed -$204K – 44
2024
Q1 		$204K Sell
1,550
-530
-25% -$66.2K 0.1% 42
2023
Q4 		$272K Sell
2,080
-1,265
-38% -$137K 0.15% 28
2023
Q3 		$358K Buy
3,345
+83
+3% +$8.64K 0.24% 20
2023
Q2 		$303K Buy
3,262
+44
+1% +$3.8K 0.17% 24
2023
Q1 		$283K Sell
3,218
-205
-6% -$18.1K 0.17% 27
2022
Q4 		$254K Buy
3,423
+131
+4% +$11.3K 0.16% 29
2022
Q3 		$276K Sell
3,292
-14
-0.4% -$1.36K 0.2% 23
2022
Q2 		$302K Buy
3,306
+79
+2% +$8.53K 0.2% 22
2022
Q1 		$410K Buy
3,227
+907
+39% +$111K 0.23% 22
2021
Q4 		$300K Sell
2,320
-155
-6% -$20.7K 0.17% 25
2021
Q3 		$240K Hold
2,475
– – 0.15% 27
2021
Q2 		$240K Sell
2,475
-500
-17% -$44.4K 0.15% 28
2021
Q1 		$222K Sell
2,975
-150
-5% -$10.4K 0.14% 30
2020
Q4 		$203K Buy
+3,125
New +$182K 0.13% 27

Other funds holding BX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

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

Act Wealth Management opened a new position in Blackstone (BX) in Q3 2026: 1,795 shares worth $201K. The stake represents 0.06% of the portfolio and ranks #61 among its holdings. This is a return to the name: Act Wealth Management previously reported a position in BX as recently as Q4 2025.

Act Wealth Management first reported a position in BX in Q4 2020 and has held it in 19 quarters since. The position peaked at $410K in Q1 2022. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Act Wealth Management held 1,795 shares of Blackstone worth $201K as of Q3 2026.
  • Blackstone was a new Act Wealth Management position in Q3 2026.
  • Blackstone made up 0.06% of Act Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Act Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 19 quarters since.
  • Act Wealth Management's Blackstone position peaked at $410K in Q1 2022.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Act Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.