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Activest Wealth Management’s Blackstone BX Stock Holding History

Activest 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 		$63K Sell
535
-4,560
-89% -$548K 0.01% 238
2026
Q1 		$586K Buy
5,095
+4,452
+692% +$579K 0.1% 84
2025
Q4 		$99.1K Sell
643
-3,407
-84% -$518K 0.02% 221
2025
Q3 		$692K Buy
4,050
+88
+2% +$15.1K 0.14% 65
2025
Q2 		$593K Buy
3,962
+36
+0.9% +$4.95K 0.14% 59
2025
Q1 		$549K Buy
3,926
+30
+0.8% +$4.87K 0.15% 63
2024
Q4 		$672K Sell
3,896
-19
-0.5% -$3.31K 0.19% 55
2024
Q3 		$600K Buy
3,915
+21
+0.5% +$2.91K 0.19% 53
2024
Q2 		$482K Buy
3,894
+3,866
+13,807% +$476K 0.16% 54
2024
Q1 		$3.69K Hold
28
– – ﹤0.01% 280
2023
Q4 		$3.66K Hold
28
– – ﹤0.01% 246
2023
Q3 		$2.97K Sell
28
-114
-80% -$11.9K ﹤0.01% 251
2023
Q2 		$12.7K Buy
142
+115
+426% +$9.93K 0.01% 152
2023
Q1 		$2.35K Sell
27
-69
-72% -$6.09K ﹤0.01% 249
2022
Q4 		$7.13K Buy
96
+30
+45% +$2.59K ﹤0.01% 331
2022
Q3 		$6K Buy
66
+33
+100% +$3.2K ﹤0.01% 336
2022
Q2 		$3K Buy
+33
New +$3.56K ﹤0.01% 289

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

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

Activest Wealth Management reduced its Blackstone (BX) stake by 89% in Q2 2026, selling an estimated $548K and leaving 535 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #238.

Activest Wealth Management first reported a position in BX in Q2 2022 and has held it in 17 quarters since. The position peaked at $692K in Q3 2025. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Activest Wealth Management held 535 shares of Blackstone worth $63K as of Q2 2026.
  • Activest Wealth Management sold 4,560 Blackstone shares in Q2 2026, an estimated $548K.
  • Blackstone made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #238 holding.
  • Activest Wealth Management first reported a position in Blackstone in Q2 2022 and has held it in 17 quarters since.
  • Activest Wealth Management's Blackstone position peaked at $692K in Q3 2025.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.