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Asset Planning Inc’s Blackstone BX Stock Holding History

Asset Planning Inc’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 		$44.5K Sell
378
-245
-39% -$29.4K 0.03% 165
2026
Q1 		$71.6K Buy
623
+7
+1% +$911 0.05% 134
2025
Q4 		$94.9K Buy
616
+6
+1% +$912 0.07% 113
2025
Q3 		$104K Buy
610
+4
+0.7% +$685 0.08% 107
2025
Q2 		$90.7K Buy
606
+4
+0.7% +$550 0.07% 114
2025
Q1 		$84.2K Buy
602
+5
+0.8% +$812 0.07% 114
2024
Q4 		$103K Buy
+597
New +$104K 0.08% 101

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

Asset Planning Inc's BX Position: Q2 2026 in Review

Asset Planning Inc reduced its Blackstone (BX) stake by 39% in Q2 2026, selling an estimated $29.4K and leaving 378 shares worth $44.5K. The position accounts for 0.03% of the portfolio, ranked #165.

Asset Planning Inc first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Asset Planning Inc held 378 shares of Blackstone worth $44.5K as of Q2 2026.
  • Asset Planning Inc sold 245 Blackstone shares in Q2 2026, an estimated $29.4K.
  • Blackstone made up 0.03% of Asset Planning Inc's portfolio in Q2 2026, its #165 holding.
  • Asset Planning Inc first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Blackstone position peaked at $104K in Q3 2025.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.