Baker Tilly Wealth Management’s Blackstone BX Stock Holding History

Baker Tilly 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	$686K	Buy	5,832 +471	+9%	+$56.6K	0.15%	134
2026 Q1	$616K	Buy	+5,361	New	+$697K	0.15%	135
2024 Q2	–	Sell	-1,849	Closed	-$243K	–	299
2024 Q1	$243K	Sell	1,849 -12	-0.6%	-$1.5K	0.04%	382
2023 Q4	$244K	Sell	1,861 -908	-33%	-$98.2K	0.04%	417
2023 Q3	$297K	Sell	2,769 -8,177	-75%	-$851K	0.05%	369
2023 Q2	$1.02M	Sell	10,946 -623	-5%	-$53.8K	0.11%	194
2023 Q1	$1.02M	Buy	11,569 +1,673	+17%	+$148K	0.11%	195
2022 Q4	$734K	Sell	9,896 -7,386	-43%	-$638K	0.09%	246
2022 Q3	$1.45M	Sell	17,282 -757	-4%	-$73.3K	0.2%	108
2022 Q2	$1.65M	Sell	18,039 -1,689	-9%	-$182K	0.22%	100
2022 Q1	$2.5M	Buy	19,728 +5,925	+43%	+$723K	0.28%	77
2021 Q4	$1.79M	Sell	13,803 -1,564	-10%	-$209K	0.19%	104
2021 Q3	$1.79M	Buy	15,367 +1,607	+12%	+$186K	0.24%	82
2021 Q2	$1.34M	Buy	13,760 +651	+5%	+$57.8K	0.22%	101
2021 Q1	$977K	Buy	+13,109	New	+$905K	0.2%	122

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

Baker Tilly Wealth Management's BX Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Blackstone (BX) stake by 8.8% in Q2 2026, buying an estimated $56.6K and bringing the position to 5,832 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #134.

Baker Tilly Wealth Management first reported a position in BX in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.5M in Q1 2022. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Baker Tilly Wealth Management held 5,832 shares of Blackstone worth $686K as of Q2 2026.
Baker Tilly Wealth Management bought 471 Blackstone shares in Q2 2026, an estimated $56.6K.
Blackstone made up 0.15% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #134 holding.
Baker Tilly Wealth Management first reported a position in Blackstone in Q1 2021 and has held it in 15 quarters since.
Baker Tilly Wealth Management's Blackstone position peaked at $2.5M in Q1 2022.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.