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Aprio Wealth Management’s Blackstone BX Stock Holding History

Aprio 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 		$701K Sell
5,959
-9
-0.2% -$1.08K 0.03% 307
2026
Q1 		$686K Buy
5,968
+219
+4% +$28.5K 0.04% 272
2025
Q4 		$886K Buy
5,749
+595
+12% +$90.4K 0.05% 216
2025
Q3 		$881K Buy
5,154
+298
+6% +$51.1K 0.09% 135
2025
Q2 		$726K Buy
4,856
+2,042
+73% +$281K 0.08% 141
2025
Q1 		$393K Buy
2,814
+293
+12% +$47.6K 0.05% 214
2024
Q4 		$435K Buy
2,521
+58
+2% +$10.1K 0.06% 148
2024
Q3 		$377K Buy
2,463
+52
+2% +$7.21K 0.06% 155
2024
Q2 		$298K Buy
2,411
+24
+1% +$2.95K 0.05% 166
2024
Q1 		$314K Sell
2,387
-49
-2% -$6.12K 0.06% 150
2023
Q4 		$319K Buy
2,436
+268
+12% +$29K 0.07% 130
2023
Q3 		$232K Buy
+2,168
New +$226K 0.06% 143

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

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

Aprio Wealth Management reduced its Blackstone (BX) stake by 0.15% in Q2 2026, selling an estimated $1.08K and leaving 5,959 shares worth $701K. The position accounts for 0.03% of the portfolio, ranked #307.

Aprio Wealth Management first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $886K in Q4 2025. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Aprio Wealth Management held 5,959 shares of Blackstone worth $701K as of Q2 2026.
  • Aprio Wealth Management sold 9 Blackstone shares in Q2 2026, an estimated $1.08K.
  • Blackstone made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Aprio Wealth Management first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's Blackstone position peaked at $886K in Q4 2025.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.