Activest Wealth Management
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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
Q3 		$44.9K Sell
401
-134
-25% -$17.5K 0.01% 287
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% +$9.9K 0.01% 152
2023
Q1 		$2.35K Sell
27
-69
-72% -$6.1K ﹤0.01% 249
2022
Q4 		$7.14K 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

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

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

Activest Wealth Management reduced its Blackstone (BX) stake by 25% in Q3 2026, selling an estimated $17.5K and leaving 401 shares worth $44.9K. The position accounts for 0.01% of the portfolio, ranked #287.

Activest Wealth Management first reported a position in BX in Q2 2022 and has held it in 18 quarters since. The position peaked at $692K in Q3 2025. 1,246 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Activest Wealth Management held 401 shares of Blackstone worth $44.9K as of Q3 2026.
  • Activest Wealth Management sold 134 Blackstone shares in Q3 2026, an estimated $17.5K.
  • Blackstone made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #287 holding.
  • Activest Wealth Management first reported a position in Blackstone in Q2 2022 and has held it in 18 quarters since.
  • Activest Wealth Management's Blackstone position peaked at $692K in Q3 2025.
  • 1,246 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.