Allied Private Wealth’s Blackstone BX Stock Holding History

Allied Private Wealth’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	$1.8M	Buy	+15,158	New	+$1.82M	1.15%	14

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allied Private Wealth's BX Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Blackstone (BX) in Q2 2026: 15,158 shares worth $1.8M. The stake represents 1.15% of the portfolio and ranks #14 among its holdings.

2,151 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Allied Private Wealth held 15,158 shares of Blackstone worth $1.8M as of Q2 2026.
Blackstone was a new Allied Private Wealth position in Q2 2026.
Blackstone made up 1.15% of Allied Private Wealth's portfolio in Q2 2026, its #14 holding.
2,151 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.