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Bar Harbor Wealth Management’s Blackstone BX Stock Holding History

Bar Harbor 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 		– Sell
-2,076
Closed -$239K – 271
2026
Q1 		$239K Sell
2,076
-2,854
-58% -$371K 0.01% 239
2025
Q4 		$760K Sell
4,930
-44
-0.9% -$6.69K 0.04% 160
2025
Q3 		$850K Sell
4,974
-286
-5% -$49K 0.05% 157
2025
Q2 		$787K Hold
5,260
– – 0.05% 156
2025
Q1 		$735K Sell
5,260
-145
-3% -$23.5K 0.05% 154
2024
Q4 		$932K Buy
5,405
+181
+3% +$31.5K 0.06% 143
2024
Q3 		$800K Sell
5,224
-159
-3% -$22.1K 0.05% 157
2024
Q2 		$666K Buy
5,383
+2,914
+118% +$359K 0.04% 168
2024
Q1 		$324K Sell
2,469
-286
-10% -$35.7K 0.02% 211
2023
Q4 		$361K Sell
2,755
-675
-20% -$73K 0.03% 199
2023
Q3 		$367K Sell
3,430
-1,472
-30% -$153K 0.03% 197
2023
Q2 		$456K Sell
4,902
-80
-2% -$6.91K 0.03% 192
2023
Q1 		$438K Sell
4,982
-461
-8% -$40.7K 0.03% 192
2022
Q4 		$404K Sell
5,443
-129
-2% -$11.1K 0.03% 200
2022
Q3 		$467K Sell
5,572
-68
-1% -$6.59K 0.04% 186
2022
Q2 		$515K Sell
5,640
-1,292
-19% -$140K 0.04% 185
2022
Q1 		$880K Sell
6,932
-1,590
-19% -$194K 0.08% 130
2021
Q4 		$1.1M Sell
8,522
-893
-9% -$119K 0.09% 118
2021
Q3 		$1.09M Sell
9,415
-970
-9% -$113K 0.1% 117
2021
Q2 		$1.01M Sell
10,385
-3,447
-25% -$306K 0.09% 124
2021
Q1 		$1.03M Buy
13,832
+2,766
+25% +$191K 0.1% 122
2020
Q4 		$717K Buy
11,066
+1,835
+20% +$107K 0.07% 133
2020
Q3 		$482K Buy
9,231
+3,270
+55% +$175K 0.05% 146
2020
Q2 		$338K Buy
+5,961
New +$314K 0.04% 181

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

Bar Harbor Wealth Management's BX Position: Q2 2026 in Review

Bar Harbor Wealth Management sold out of Blackstone (BX) in Q2 2026, closing a stake of 2,076 shares — an estimated $239K sold.

Bar Harbor Wealth Management first reported a position in BX in Q2 2020 and held it in 24 quarters. The position peaked at $1.1M in Q4 2021. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bar Harbor Wealth Management reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Bar Harbor Wealth Management sold 2,076 Blackstone shares in Q2 2026, an estimated $239K.
  • Bar Harbor Wealth Management first reported a position in Blackstone in Q2 2020 and held it in 24 quarters.
  • Bar Harbor Wealth Management's Blackstone position peaked at $1.1M in Q4 2021.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.