Atlantic Private Wealth’s Blackstone BX Stock Holding History

Atlantic 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	$82.4K	Hold	700	–	–	0.05%	90
2026 Q1	$80.5K	Sell	700 -50	-7%	-$6.5K	0.05%	101
2025 Q4	$116K	Hold	750	–	–	0.07%	77
2025 Q3	$128K	Hold	750	–	–	0.08%	67
2025 Q2	$112K	Hold	750	–	–	0.08%	71
2025 Q1	$105K	Hold	750	–	–	0.08%	76
2024 Q4	$129K	Hold	750	–	–	0.1%	56
2024 Q3	$115K	Buy	+750	New	+$104K	0.09%	57

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

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

Atlantic Private Wealth held its Blackstone (BX) position steady in Q2 2026 at 700 shares worth $82.4K. The position accounts for 0.05% of the portfolio, ranked #90.

Atlantic Private Wealth first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $129K in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Atlantic Private Wealth held 700 shares of Blackstone worth $82.4K as of Q2 2026.
Atlantic Private Wealth left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.05% of Atlantic Private Wealth's portfolio in Q2 2026, its #90 holding.
Atlantic Private Wealth first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
Atlantic Private Wealth's Blackstone position peaked at $129K in Q4 2024.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.