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Alvarez & Marsal Private Wealth Partners’s Blackstone BX Stock Holding History

Alvarez & Marsal Private 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 		– Sell
-2,063
Closed -$237K – 125
2026
Q1 		$237K Sell
2,063
-224
-10% -$29.1K 0.03% 156
2025
Q4 		$353K Buy
+2,287
New +$348K 0.07% 64

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

Alvarez & Marsal Private Wealth Partners's BX Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,063 shares — an estimated $237K sold.

Alvarez & Marsal Private Wealth Partners first reported a position in BX in Q4 2025 and held it in 2 quarters. The position peaked at $353K in Q4 2025. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Alvarez & Marsal Private Wealth Partners sold 2,063 Blackstone shares in Q2 2026, an estimated $237K.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Blackstone in Q4 2025 and held it in 2 quarters.
  • Alvarez & Marsal Private Wealth Partners's Blackstone position peaked at $353K in Q4 2025.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.