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Balboa Wealth Partners’s Blackstone BX Stock Holding History

Balboa 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 		$244K Sell
2,077
-15
-0.7% -$1.8K 0.03% 391
2026
Q1 		$241K Sell
2,092
-46
-2% -$5.99K 0.04% 360
2025
Q4 		$330K Sell
2,138
-853
-29% -$130K 0.05% 268
2025
Q3 		$511K Buy
2,991
+855
+40% +$146K 0.09% 179
2025
Q2 		$320K Buy
2,136
+11
+0.5% +$1.51K 0.06% 237
2025
Q1 		$297K Sell
2,125
-2,083
-50% -$338K 0.07% 198
2024
Q4 		$726K Buy
4,208
+706
+20% +$123K 0.17% 103
2024
Q3 		$536K Sell
3,502
-255
-7% -$35.4K 0.13% 137
2024
Q2 		$465K Buy
3,757
+1,133
+43% +$139K 0.12% 138
2024
Q1 		$345K Buy
+2,624
New +$328K 0.1% 151

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

Balboa Wealth Partners's BX Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Blackstone (BX) stake by 0.72% in Q2 2026, selling an estimated $1.8K and leaving 2,077 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #391.

Balboa Wealth Partners first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $726K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Balboa Wealth Partners held 2,077 shares of Blackstone worth $244K as of Q2 2026.
  • Balboa Wealth Partners sold 15 Blackstone shares in Q2 2026, an estimated $1.8K.
  • Blackstone made up 0.03% of Balboa Wealth Partners's portfolio in Q2 2026, its #391 holding.
  • Balboa Wealth Partners first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • Balboa Wealth Partners's Blackstone position peaked at $726K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.