Baldwin Wealth Partners’s Blackstone BX Stock Holding History

Baldwin 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	$25.6M	Buy	217,697 +2,808	+1%	+$337K	1.68%	16
2026 Q1	$24.7M	Sell	214,889 -18,441	-8%	-$2.4M	1.8%	15
2025 Q4	$36M	Sell	233,330 -740	-0.3%	-$112K	2.3%	10
2025 Q3	$40M	Sell	234,070 -3,934	-2%	-$674K	2.61%	10
2025 Q2	$35.6M	Sell	238,004 -6,446	-3%	-$886K	2.42%	10
2025 Q1	$34.2M	Buy	244,450 +767	+0.3%	+$124K	2.4%	10
2024 Q4	$42M	Buy	243,683 +928	+0.4%	+$162K	2.9%	7
2024 Q3	$37.2M	Sell	242,755 -717	-0.3%	-$99.5K	2.53%	6
2024 Q2	$30.1M	Sell	243,472 -21,763	-8%	-$2.68M	2.35%	9
2024 Q1	$34.8M	Sell	265,235 -3,614	-1%	-$451K	2.62%	7
2023 Q4	$35.2M	Buy	268,849 +2,059	+0.8%	+$223K	2.77%	6
2023 Q3	$28.6M	Buy	266,790 +3,187	+1%	+$332K	2.46%	6
2023 Q2	$24.5M	Buy	263,603 +21,149	+9%	+$1.83M	2.01%	10
2023 Q1	$21.3M	Sell	242,454 -2,678	-1%	-$237K	1.86%	10
2022 Q4	$18.2M	Sell	245,132 -858	-0.3%	-$74.1K	1.65%	15
2022 Q3	$20.6M	Buy	245,990 +1,195	+0.5%	+$116K	2.85%	8
2022 Q2	$22.3M	Buy	244,795 +2,731	+1%	+$295K	2.9%	8
2022 Q1	$30.7M	Buy	242,064 +12,322	+5%	+$1.5M	3.26%	7
2021 Q4	$29.7M	Sell	229,742 -5,247	-2%	-$700K	2.97%	7
2021 Q3	$27.3M	Sell	234,989 -17,384	-7%	-$2.02M	3.03%	7
2021 Q2	$24.5M	Sell	252,373 -17,368	-6%	-$1.54M	2.68%	7
2021 Q1	$20.1M	Buy	269,741 +2,256	+0.8%	+$156K	2.39%	10
2020 Q4	$17.3M	Sell	267,485 -43,632	-14%	-$2.54M	2.18%	11
2020 Q3	$16.2M	Sell	311,117 -11,501	-4%	-$616K	2.22%	11
2020 Q2	$18.3M	Sell	322,618 -13,277	-4%	-$699K	2.68%	9
2020 Q1	$15.3M	Sell	335,895 -85,003	-20%	-$4.7M	2.68%	8
2019 Q4	$23.5M	Sell	420,898 -549	-0.1%	-$28.5K	3.29%	5
2019 Q3	$20.6M	Sell	421,447 -21,704	-5%	-$1.06M	3.1%	5
2019 Q2	$19.7M	Sell	443,151 -25,611	-5%	-$1.02M	2.9%	4
2019 Q1	$16.4M	Sell	468,762 -5,194	-1%	-$173K	2.44%	8
2018 Q4	$14.1M	Buy	473,956 +3,156	+0.7%	+$104K	2.37%	10
2018 Q3	$17.9M	Buy	470,800 +6,414	+1%	+$232K	2.51%	7
2018 Q2	$14.9M	Buy	464,386 +2,353	+0.5%	+$74.9K	2.32%	8
2018 Q1	$14.8M	Sell	462,033 -14,893	-3%	-$508K	2.39%	8
2017 Q4	$15.3M	Buy	476,926 +41,218	+9%	+$1.34M	2.38%	9
2017 Q3	$14.5M	Sell	435,708 -6,888	-2%	-$227K	2.34%	10
2017 Q2	$14.8M	Buy	442,596 +1,478	+0.3%	+$46.4K	2.37%	8
2017 Q1	$13.1M	Buy	441,118 +50,861	+13%	+$1.53M	2.16%	14
2016 Q4	$10.5M	Buy	390,257 +273,105	+233%	+$7.09M	1.91%	18
2016 Q3	$2.99M	Buy	117,152 +2,380	+2%	+$62.8K	0.54%	42
2016 Q2	$2.82M	Buy	114,772 +11,465	+11%	+$305K	0.58%	37
2016 Q1	$2.9M	Sell	103,307 -129,235	-56%	-$3.41M	0.52%	43
2015 Q4	$6.8M	Sell	232,542 -85,322	-27%	-$2.72M	1.11%	30
2015 Q3	$9.88M	Buy	317,864 +726	+0.2%	+$26.3K	1.67%	17
2015 Q2	$12.7M	Buy	317,138 +111,891	+55%	+$4.6M	1.89%	11
2015 Q1	$7.83M	Buy	205,247 +198,216	+2,819%	+$7.16M	1.15%	29
2014 Q4	$233K	Hold	7,031	–	–	0.03%	219
2014 Q3	$231K	Hold	7,031	–	–	0.03%	233
2014 Q2	$231K	Hold	7,031	–	–	0.03%	222
2014 Q1	$229K	Hold	7,031	–	–	0.04%	218
2013 Q4	$217K	Buy	+7,031	New	+$192K	0.03%	222

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

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

Baldwin Wealth Partners increased its Blackstone (BX) stake by 1.3% in Q2 2026, buying an estimated $337K and bringing the position to 217,697 shares worth $25.6M. The position accounts for 1.68% of the portfolio, ranked #16.

Baldwin Wealth Partners first reported a position in BX in Q4 2013 and has held it in 51 quarters since. The position peaked at $42M in Q4 2024. 910 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Baldwin Wealth Partners held 217,697 shares of Blackstone worth $25.6M as of Q2 2026.
Baldwin Wealth Partners bought 2,808 Blackstone shares in Q2 2026, an estimated $337K.
Blackstone made up 1.68% of Baldwin Wealth Partners's portfolio in Q2 2026, its #16 holding.
Baldwin Wealth Partners first reported a position in Blackstone in Q4 2013 and has held it in 51 quarters since.
Baldwin Wealth Partners's Blackstone position peaked at $42M in Q4 2024.
910 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.